Mount Yale Investment Advisors’s Palo Alto Networks PANW Stock Holding History

Mount Yale Investment Advisors’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	$8.07M	Buy	50,346 +23,616	+88%	+$3.97M	0.19%	118
2025 Q4	$4.92M	Buy	26,730 +15,280	+133%	+$3.08M	0.24%	91
2025 Q3	$2.33M	Buy	11,450 +8,655	+310%	+$1.66M	0.16%	140
2025 Q2	$572K	Buy	2,795 +372	+15%	+$69.1K	0.04%	311
2025 Q1	$413K	Buy	2,423 +167	+7%	+$30.9K	0.04%	368
2024 Q4	$411K	Buy	2,256 +944	+72%	+$178K	0.03%	373
2024 Q3	$224K	Buy	+1,312	New	+$221K	0.02%	503
2023 Q2	–	Sell	-6,952	Closed	-$694K	–	507
2023 Q1	$694K	Buy	+6,952	New	+$589K	0.08%	250
2022 Q4	–	Sell	-3,576	Closed	-$293K	–	486
2022 Q3	$293K	Buy	+3,576	New	+$310K	0.04%	349
2018 Q4	–	Sell	-1,326	Closed	-$42K	–	641
2018 Q3	$42K	Buy	1,326 +708	+115%	+$25.8K	0.01%	634
2018 Q2	$21K	Sell	618 -6	-1%	-$200	﹤0.01%	783
2018 Q1	$19K	Buy	+624	New	+$17.3K	﹤0.01%	782

Other funds holding PANW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mount Yale Investment Advisors's PANW Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Palo Alto Networks (PANW) stake by 88% in Q1 2026, buying an estimated $3.97M and bringing the position to 50,346 shares worth $8.07M. The position accounts for 0.19% of the portfolio, ranked #118.

Mount Yale Investment Advisors first reported a position in PANW in Q1 2018 and has held it in 12 quarters since. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Mount Yale Investment Advisors held 50,346 shares of Palo Alto Networks worth $8.07M as of Q1 2026.
Mount Yale Investment Advisors bought 23,616 Palo Alto Networks shares in Q1 2026, an estimated $3.97M.
Palo Alto Networks made up 0.19% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #118 holding.
Mount Yale Investment Advisors first reported a position in Palo Alto Networks in Q1 2018 and has held it in 12 quarters since.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.