Mowery & Schoenfeld Wealth Management’s Palo Alto Networks PANW Stock Holding History

Mowery & Schoenfeld 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	$4.81K	Sell	30 -25	-45%	-$4.2K	0.01%	282
2025 Q4	$10.1K	Buy	55 +18	+49%	+$3.63K	0.01%	248
2025 Q3	$7.53K	Hold	37	–	–	0.01%	244
2025 Q2	$7.57K	Sell	37 -118	-76%	-$21.9K	0.01%	237
2025 Q1	$26.4K	Buy	155 +13	+9%	+$2.4K	0.05%	182
2024 Q4	$25.8K	Sell	142 -658	-82%	-$124K	0.05%	160
2024 Q3	$137K	Buy	800 +700	+700%	+$118K	0.22%	53
2024 Q2	$17K	Hold	100	–	–	0.02%	151
2024 Q1	$14.2K	Hold	100	–	–	0.03%	108
2023 Q4	$14.7K	Buy	+100	New	+$13.4K	0.03%	102

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

Mowery & Schoenfeld Wealth Management's PANW Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Palo Alto Networks (PANW) stake by 45% in Q1 2026, selling an estimated $4.2K and leaving 30 shares worth $4.81K. The position accounts for 0.01% of the portfolio, ranked #282.

Mowery & Schoenfeld Wealth Management first reported a position in PANW in Q4 2023 and has held it in 10 quarters since. The position peaked at $137K in Q3 2024. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 30 shares of Palo Alto Networks worth $4.81K as of Q1 2026.
Mowery & Schoenfeld Wealth Management sold 25 Palo Alto Networks shares in Q1 2026, an estimated $4.2K.
Palo Alto Networks made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #282 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Palo Alto Networks in Q4 2023 and has held it in 10 quarters since.
Mowery & Schoenfeld Wealth Management's Palo Alto Networks position peaked at $137K in Q3 2024.
2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.