MWM
PANW icon

Modern Wealth Management’s Palo Alto Networks PANW Stock Holding History

Modern 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 		$1.03M Buy
6,417
+30
+0.5% +$5.04K 0.02% 417
2025
Q4 		$1.18M Buy
6,387
+380
+6% +$76.7K 0.02% 376
2025
Q3 		$1.22M Buy
6,007
+221
+4% +$42.3K 0.02% 352
2025
Q2 		$1.18M Buy
5,786
+20
+0.3% +$3.71K 0.03% 339
2025
Q1 		$984K Sell
5,766
-171
-3% -$31.6K 0.03% 304
2024
Q4 		$1.08M Buy
5,937
+361
+6% +$68.2K 0.04% 249
2024
Q3 		$953K Buy
5,576
+156
+3% +$26.3K 0.06% 166
2024
Q2 		$919K Buy
5,420
+178
+3% +$26.6K 0.07% 145
2024
Q1 		$745K Buy
+5,242
New +$827K 0.07% 136

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

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

Modern Wealth Management increased its Palo Alto Networks (PANW) stake by 0.47% in Q1 2026, buying an estimated $5.04K and bringing the position to 6,417 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #417.

Modern Wealth Management first reported a position in PANW in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.22M in Q3 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Modern Wealth Management held 6,417 shares of Palo Alto Networks worth $1.03M as of Q1 2026.
  • Modern Wealth Management bought 30 Palo Alto Networks shares in Q1 2026, an estimated $5.04K.
  • Palo Alto Networks made up 0.02% of Modern Wealth Management's portfolio in Q1 2026, its #417 holding.
  • Modern Wealth Management first reported a position in Palo Alto Networks in Q1 2024 and has held it in 9 quarters since.
  • Modern Wealth Management's Palo Alto Networks position peaked at $1.22M in Q3 2025.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.