Outlook Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Outlook Wealth Advisors’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	$373K	Buy	2,324 +359	+18%	+$60.3K	0.09%	209
2025 Q4	$362K	Sell	1,965 -44	-2%	-$8.88K	0.08%	203
2025 Q3	$409K	Sell	2,009 -1,839	-48%	-$352K	0.1%	178
2025 Q2	$787K	Sell	3,848 -109	-3%	-$20.2K	0.2%	98
2025 Q1	$675K	Buy	3,957 +84	+2%	+$15.5K	0.19%	105
2024 Q4	$705K	Buy	3,873 +2,485	+179%	+$469K	0.2%	103
2024 Q3	$237K	Buy	1,388 +10	+0.7%	+$1.68K	0.07%	241
2024 Q2	$234K	Buy	+1,378	New	+$206K	0.07%	243
2024 Q1	–	Sell	-1,436	Closed	-$212K	–	276
2023 Q4	$212K	Buy	+1,436	New	+$192K	0.07%	230

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

Outlook Wealth Advisors's PANW Position: Q1 2026 in Review

Outlook Wealth Advisors increased its Palo Alto Networks (PANW) stake by 18% in Q1 2026, buying an estimated $60.3K and bringing the position to 2,324 shares worth $373K. The position accounts for 0.09% of the portfolio, ranked #209.

Outlook Wealth Advisors first reported a position in PANW in Q4 2023 and has held it in 9 quarters since. The position peaked at $787K in Q2 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Outlook Wealth Advisors held 2,324 shares of Palo Alto Networks worth $373K as of Q1 2026.
Outlook Wealth Advisors bought 359 Palo Alto Networks shares in Q1 2026, an estimated $60.3K.
Palo Alto Networks made up 0.09% of Outlook Wealth Advisors's portfolio in Q1 2026, its #209 holding.
Outlook Wealth Advisors first reported a position in Palo Alto Networks in Q4 2023 and has held it in 9 quarters since.
Outlook Wealth Advisors's Palo Alto Networks position peaked at $787K in Q2 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.