Palacios Wealth Management’s Palo Alto Networks PANW Stock Holding History

Palacios Wealth Management’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	$385K	Sell	2,147 -638	-23%	-$107K	0.24%	52
2025 Q4	$513K	Sell	2,785 -338	-11%	-$68.2K	0.39%	38
2025 Q3	$636K	Buy	3,123 +24	+0.8%	+$4.59K	0.42%	39
2025 Q2	$634K	Buy	3,099 +1,837	+146%	+$341K	0.52%	35
2025 Q1	$215K	Hold	1,262	–	–	0.16%	59
2024 Q4	$221K	Buy	+1,262	New	+$238K	0.24%	57

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

Palacios Wealth Management's PANW Position: Q1 2026 in Review

Palacios Wealth Management reduced its Palo Alto Networks (PANW) stake by 23% in Q1 2026, selling an estimated $107K and leaving 2,147 shares worth $385K. The position accounts for 0.24% of the portfolio, ranked #52.

Palacios Wealth Management first reported a position in PANW in Q4 2024 and has held it in 6 quarters since. The position peaked at $636K in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Palacios Wealth Management held 2,147 shares of Palo Alto Networks worth $385K as of Q1 2026.
Palacios Wealth Management sold 638 Palo Alto Networks shares in Q1 2026, an estimated $107K.
Palo Alto Networks made up 0.24% of Palacios Wealth Management's portfolio in Q1 2026, its #52 holding.
Palacios Wealth Management first reported a position in Palo Alto Networks in Q4 2024 and has held it in 6 quarters since.
Palacios Wealth Management's Palo Alto Networks position peaked at $636K in Q3 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Palacios Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.