Nvest Financial’s Palo Alto Networks PANW Stock Holding History

Nvest Financial’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	$453K	Buy	+2,825	New	+$475K	0.17%	94

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

Nvest Financial's PANW Position: Q1 2026 in Review

Nvest Financial opened a new position in Palo Alto Networks (PANW) in Q1 2026: 2,825 shares worth $453K. The stake represents 0.17% of the portfolio and ranks #94 among its holdings.

2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Nvest Financial held 2,825 shares of Palo Alto Networks worth $453K as of Q1 2026.
Palo Alto Networks was a new Nvest Financial position in Q1 2026.
Palo Alto Networks made up 0.17% of Nvest Financial's portfolio in Q1 2026, its #94 holding.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.