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Naviter Wealth’s Palo Alto Networks PANW Stock Holding History

Naviter Wealth’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 		$931K Sell
5,805
-800
-12% -$134K 0.12% 162
2025
Q4 		$1.22M Buy
6,605
+28
+0.4% +$5.65K 0.16% 145
2025
Q3 		$1.34M Buy
6,577
+629
+11% +$120K 0.16% 147
2025
Q2 		$1.22M Sell
5,948
-776
-12% -$144K 0.15% 149
2025
Q1 		$1.16M Buy
6,724
+101
+2% +$18.7K 0.14% 161
2024
Q4 		$1.21M Buy
+6,623
New +$1.25M 0.15% 160

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

Naviter Wealth's PANW Position: Q1 2026 in Review

Naviter Wealth reduced its Palo Alto Networks (PANW) stake by 12% in Q1 2026, selling an estimated $134K and leaving 5,805 shares worth $931K. The position accounts for 0.12% of the portfolio, ranked #162.

Naviter Wealth first reported a position in PANW in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.34M in Q3 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Naviter Wealth held 5,805 shares of Palo Alto Networks worth $931K as of Q1 2026.
  • Naviter Wealth sold 800 Palo Alto Networks shares in Q1 2026, an estimated $134K.
  • Palo Alto Networks made up 0.12% of Naviter Wealth's portfolio in Q1 2026, its #162 holding.
  • Naviter Wealth first reported a position in Palo Alto Networks in Q4 2024 and has held it in 6 quarters since.
  • Naviter Wealth's Palo Alto Networks position peaked at $1.34M in Q3 2025.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.