NFP Retirement Inc’s Palo Alto Networks PANW Stock Holding History

NFP Retirement Inc’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	$413K	Sell	2,576 -63	-2%	-$10.6K	0.02%	218
2025 Q4	$486K	Buy	2,639 +65	+3%	+$13.1K	0.03%	199
2025 Q3	$524K	Sell	2,574 -152	-6%	-$29.1K	0.03%	194
2025 Q2	$558K	Buy	2,726 +10	+0.4%	+$1.86K	0.04%	186
2025 Q1	$463K	Buy	2,716 +14	+0.5%	+$2.59K	0.04%	188
2024 Q4	$492K	Hold	2,702	–	–	0.04%	190
2024 Q3	$462K	Hold	2,702	–	–	0.04%	191
2024 Q2	$458K	Hold	2,702	–	–	0.04%	189
2024 Q1	$384K	Buy	2,702 +256	+10%	+$40.4K	0.03%	203
2023 Q4	$361K	Buy	2,446 +66	+3%	+$8.82K	0.06%	173
2023 Q3	$279K	Buy	2,380 +142	+6%	+$16.8K	0.05%	188
2023 Q2	$286K	Hold	2,238	–	–	0.05%	187
2023 Q1	$224K	Buy	+2,238	New	+$190K	0.04%	217
2022 Q2	–	Sell	-2,538	Closed	-$263K	–	243
2022 Q1	$263K	Buy	+2,538	New	+$227K	0.06%	188

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

NFP Retirement Inc's PANW Position: Q1 2026 in Review

NFP Retirement Inc reduced its Palo Alto Networks (PANW) stake by 2.4% in Q1 2026, selling an estimated $10.6K and leaving 2,576 shares worth $413K. The position accounts for 0.02% of the portfolio, ranked #218.

NFP Retirement Inc first reported a position in PANW in Q1 2022 and has held it in 14 quarters since. The position peaked at $558K in Q2 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

NFP Retirement Inc held 2,576 shares of Palo Alto Networks worth $413K as of Q1 2026.
NFP Retirement Inc sold 63 Palo Alto Networks shares in Q1 2026, an estimated $10.6K.
Palo Alto Networks made up 0.02% of NFP Retirement Inc's portfolio in Q1 2026, its #218 holding.
NFP Retirement Inc first reported a position in Palo Alto Networks in Q1 2022 and has held it in 14 quarters since.
NFP Retirement Inc's Palo Alto Networks position peaked at $558K in Q2 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.