MCC
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Money Concepts Capital’s Palo Alto Networks PANW Stock Holding History

Money Concepts Capital’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 		$2.36M Buy
14,699
+1,314
+10% +$221K 0.13% 160
2025
Q4 		$2.47M Buy
13,385
+2,567
+24% +$518K 0.14% 144
2025
Q3 		$2.2M Buy
10,818
+1,430
+15% +$274K 0.14% 152
2025
Q2 		$1.92M Buy
9,388
+713
+8% +$132K 0.13% 158
2025
Q1 		$1.48M Buy
8,675
+222
+3% +$41.1K 0.11% 177
2024
Q4 		$1.54M Buy
8,453
+669
+9% +$126K 0.11% 169
2024
Q3 		$1.33M Buy
7,784
+256
+3% +$43.1K 0.1% 181
2024
Q2 		$1.28M Buy
7,528
+756
+11% +$113K 0.11% 182
2024
Q1 		$962K Buy
6,772
+1,236
+22% +$195K 0.09% 209
2023
Q4 		$816K Buy
5,536
+932
+20% +$125K 0.08% 217
2023
Q3 		$540K Buy
4,604
+1,248
+37% +$148K 0.06% 241
2023
Q2 		$429K Buy
3,356
+200
+6% +$20.8K 0.04% 271
2023
Q1 		$313K Sell
3,156
-4,310
-58% -$365K 0.02% 351
2022
Q4 		$521K Buy
7,466
+3,126
+72% +$251K 0.02% 423
2022
Q3 		$355K Buy
4,340
+350
+9% +$30.3K 0.02% 341
2022
Q2 		$338K Buy
3,990
+2,916
+272% +$259K 0.03% 332
2022
Q1 		$111K Buy
+1,074
New +$96.1K 0.01% 949

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

Money Concepts Capital's PANW Position: Q1 2026 in Review

Money Concepts Capital increased its Palo Alto Networks (PANW) stake by 9.8% in Q1 2026, buying an estimated $221K and bringing the position to 14,699 shares worth $2.36M. The position accounts for 0.13% of the portfolio, ranked #160.

Money Concepts Capital first reported a position in PANW in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.47M in Q4 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Money Concepts Capital held 14,699 shares of Palo Alto Networks worth $2.36M as of Q1 2026.
  • Money Concepts Capital bought 1,314 Palo Alto Networks shares in Q1 2026, an estimated $221K.
  • Palo Alto Networks made up 0.13% of Money Concepts Capital's portfolio in Q1 2026, its #160 holding.
  • Money Concepts Capital first reported a position in Palo Alto Networks in Q1 2022 and has held it in 17 quarters since.
  • Money Concepts Capital's Palo Alto Networks position peaked at $2.47M in Q4 2025.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.