MWM
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Modera Wealth Management’s Palo Alto Networks PANW Stock Holding History

Modera Wealth Management’s Portfolio PANW Stock Details PANW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,100
Closed -$571K – 664
2025
Q4 		$571K Buy
3,100
+75
+2% +$15.1K 0.01% 432
2025
Q3 		$616K Buy
+3,025
New +$579K 0.01% 421

Other funds holding PANW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Modera Wealth Management's PANW Position: Q1 2026 in Review

Modera Wealth Management sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 3,100 shares — an estimated $571K sold.

Modera Wealth Management first reported a position in PANW in Q3 2025 and held it in 2 quarters. The position peaked at $616K in Q3 2025. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Modera Wealth Management reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
  • Modera Wealth Management sold 3,100 Palo Alto Networks shares in Q1 2026, an estimated $571K.
  • Modera Wealth Management first reported a position in Palo Alto Networks in Q3 2025 and held it in 2 quarters.
  • Modera Wealth Management's Palo Alto Networks position peaked at $616K in Q3 2025.
  • 2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.