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Newbridge Financial Services Group’s Palo Alto Networks PANW Stock Holding History

Newbridge Financial Services Group’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 		$1.39M Buy
8,686
+236
+3% +$39.6K 0.23% 87
2025
Q4 		$1.56M Buy
8,450
+2,071
+32% +$418K 0.24% 78
2025
Q3 		$1.3M Sell
6,379
-217
-3% -$41.5K 0.19% 96
2025
Q2 		$1.35M Sell
6,596
-45
-0.7% -$8.36K 0.22% 85
2025
Q1 		$1.13M Sell
6,641
-635
-9% -$117K 0.28% 80
2024
Q4 		$1.32M Buy
+7,276
New +$1.37M 0.34% 65
2024
Q3 		– Sell
-7,154
Closed -$1.21M – 975
2024
Q2 		$1.21M Sell
7,154
-1,990
-22% -$298K 0.45% 47
2024
Q1 		$1.3M Buy
9,144
+3,304
+57% +$521K 0.57% 35
2023
Q4 		$861K Buy
5,840
+316
+6% +$42.3K 0.42% 44
2023
Q3 		$648K Buy
5,524
+1,704
+45% +$202K 0.33% 60
2023
Q2 		$488K Sell
3,820
-164
-4% -$17.1K 0.24% 84
2023
Q1 		$398K Hold
3,984
– – 0.21% 101
2022
Q4 		$278K Buy
3,984
+228
+6% +$18.3K 0.16% 134
2022
Q3 		$308K Buy
3,756
+120
+3% +$10.4K 0.18% 119
2022
Q2 		$299K Buy
3,636
+54
+2% +$4.79K 0.19% 115
2022
Q1 		$372K Sell
3,582
-264
-7% -$23.6K 0.18% 114
2021
Q4 		$357K Buy
3,846
+96
+3% +$8.3K 0.17% 128
2021
Q3 		$299K Hold
3,750
– – 0.19% 121
2021
Q2 		$232K Sell
3,750
-90
-2% -$5.33K 0.14% 154
2021
Q1 		$206K Sell
3,840
-60
-2% -$3.57K 0.15% 155
2020
Q4 		$231K Hold
3,900
– – 0.19% 115
2020
Q3 		$159K Buy
+3,900
New +$162K 0.16% 135

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

Newbridge Financial Services Group's PANW Position: Q1 2026 in Review

Newbridge Financial Services Group increased its Palo Alto Networks (PANW) stake by 2.8% in Q1 2026, buying an estimated $39.6K and bringing the position to 8,686 shares worth $1.39M. The position accounts for 0.23% of the portfolio, ranked #87.

Newbridge Financial Services Group first reported a position in PANW in Q3 2020 and has held it in 22 quarters since. The position peaked at $1.56M in Q4 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Newbridge Financial Services Group held 8,686 shares of Palo Alto Networks worth $1.39M as of Q1 2026.
  • Newbridge Financial Services Group bought 236 Palo Alto Networks shares in Q1 2026, an estimated $39.6K.
  • Palo Alto Networks made up 0.23% of Newbridge Financial Services Group's portfolio in Q1 2026, its #87 holding.
  • Newbridge Financial Services Group first reported a position in Palo Alto Networks in Q3 2020 and has held it in 22 quarters since.
  • Newbridge Financial Services Group's Palo Alto Networks position peaked at $1.56M in Q4 2025.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.