PWP
PANW icon

Perfromance Wealth Partners’s Palo Alto Networks PANW Stock Holding History

Perfromance Wealth Partners’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 		$1.21M Buy
7,574
+4,095
+118% +$688K 0.04% 82
2025
Q4 		$641K Sell
3,479
-94
-3% -$19K 0.02% 107
2025
Q3 		$728K Buy
3,573
+22
+0.6% +$4.21K 0.02% 92
2025
Q2 		$727K Buy
3,551
+87
+3% +$16.2K 0.02% 84
2025
Q1 		$591K Sell
3,464
-56
-2% -$10.4K 0.02% 81
2024
Q4 		$640K Hold
3,520
– – 0.02% 85
2024
Q3 		$602K Buy
3,520
+54
+2% +$9.09K 0.02% 90
2024
Q2 		$588K Buy
3,466
+80
+2% +$12K 0.02% 79
2024
Q1 		$481K Buy
3,386
+60
+2% +$9.46K 0.02% 98
2023
Q4 		$490K Sell
3,326
-246
-7% -$32.9K 0.02% 106
2023
Q3 		$419K Buy
3,572
+434
+14% +$51.4K 0.02% 117
2023
Q2 		$405K Hold
3,138
– – 0.02% 129
2023
Q1 		$313K Sell
3,138
-90
-3% -$7.63K 0.02% 139
2022
Q4 		$225K Sell
3,228
-522
-14% -$41.9K 0.01% 150
2022
Q3 		$307K Sell
3,750
-36
-1% -$3.12K 0.02% 121
2022
Q2 		$312K Buy
3,786
+252
+7% +$22.3K 0.02% 125
2022
Q1 		$367K Buy
3,534
+36
+1% +$3.22K 0.02% 125
2021
Q4 		$325K Buy
+3,498
New +$303K 0.01% 141

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

Perfromance Wealth Partners's PANW Position: Q1 2026 in Review

Perfromance Wealth Partners increased its Palo Alto Networks (PANW) stake by 118% in Q1 2026, buying an estimated $688K and bringing the position to 7,574 shares worth $1.21M. The position accounts for 0.04% of the portfolio, ranked #82.

Perfromance Wealth Partners first reported a position in PANW in Q4 2021 and has held it in 18 quarters since. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Perfromance Wealth Partners held 7,574 shares of Palo Alto Networks worth $1.21M as of Q1 2026.
  • Perfromance Wealth Partners bought 4,095 Palo Alto Networks shares in Q1 2026, an estimated $688K.
  • Palo Alto Networks made up 0.04% of Perfromance Wealth Partners's portfolio in Q1 2026, its #82 holding.
  • Perfromance Wealth Partners first reported a position in Palo Alto Networks in Q4 2021 and has held it in 18 quarters since.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.