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NewEdge Wealth’s Palo Alto Networks PANW Stock Holding History

NewEdge 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 		$8.97M Sell
55,972
-28,679
-34% -$4.82M 0.11% 136
2025
Q4 		$15.6M Buy
84,651
+1,078
+1% +$217K 0.18% 101
2025
Q3 		$17.8M Buy
83,573
+21,241
+34% +$4.07M 0.26% 88
2025
Q2 		$10.5M Sell
62,332
-4,081
-6% -$758K 0.16% 114
2025
Q1 		$11.3M Buy
66,413
+462
+0.7% +$85.4K 0.21% 100
2024
Q4 		$12M Buy
65,951
+6,319
+11% +$1.19M 0.21% 106
2024
Q3 		$10.2M Buy
59,632
+33,424
+128% +$5.63M 0.18% 116
2024
Q2 		$4.44M Sell
26,208
-114
-0.4% -$17.1K 0.1% 176
2024
Q1 		$3.89M Buy
26,322
+3,490
+15% +$551K 0.09% 201
2023
Q4 		$3.37M Sell
22,832
-1,590
-7% -$213K 0.09% 196
2023
Q3 		$2.86M Sell
24,422
-3,416
-12% -$404K 0.09% 192
2023
Q2 		$3.56M Buy
27,838
+16,926
+155% +$1.76M 0.12% 161
2023
Q1 		$1.09M Buy
10,912
+6,070
+125% +$514K 0.04% 299
2022
Q4 		$338K Sell
4,842
-690
-12% -$55.4K 0.01% 425
2022
Q3 		$453K Buy
5,532
+492
+10% +$42.6K 0.02% 367
2022
Q2 		$415K Buy
5,040
+1,710
+51% +$152K 0.02% 417
2022
Q1 		$345K Buy
+3,330
New +$298K 0.02% 348

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

NewEdge Wealth's PANW Position: Q1 2026 in Review

NewEdge Wealth reduced its Palo Alto Networks (PANW) stake by 34% in Q1 2026, selling an estimated $4.82M and leaving 55,972 shares worth $8.97M. The position accounts for 0.11% of the portfolio, ranked #136.

NewEdge Wealth first reported a position in PANW in Q1 2022 and has held it in 17 quarters since. The position peaked at $17.8M in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • NewEdge Wealth held 55,972 shares of Palo Alto Networks worth $8.97M as of Q1 2026.
  • NewEdge Wealth sold 28,679 Palo Alto Networks shares in Q1 2026, an estimated $4.82M.
  • Palo Alto Networks made up 0.11% of NewEdge Wealth's portfolio in Q1 2026, its #136 holding.
  • NewEdge Wealth first reported a position in Palo Alto Networks in Q1 2022 and has held it in 17 quarters since.
  • NewEdge Wealth's Palo Alto Networks position peaked at $17.8M in Q3 2025.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.