Perigon Wealth Management
PANW icon

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

Perigon 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
Q3 		$6.46M Sell
16,247
-3,818
-19% -$1.36M 0.1% 182
2026
Q2 		$6.84M Buy
20,065
+167
+0.8% +$38.2K 0.11% 178
2026
Q1 		$3.19M Sell
19,898
-9,236
-32% -$1.55M 0.06% 285
2025
Q4 		$5.37M Sell
29,134
-383
-1% -$77.3K 0.1% 189
2025
Q3 		$6.01M Buy
29,517
+8,998
+44% +$1.72M 0.12% 168
2025
Q2 		$4.2M Buy
20,519
+4,498
+28% +$835K 0.1% 207
2025
Q1 		$2.73M Buy
16,021
+103
+0.6% +$19K 0.07% 262
2024
Q4 		$2.82M Buy
15,918
+896
+6% +$169K 0.07% 257
2024
Q3 		$2.57M Buy
15,022
+934
+7% +$157K 0.07% 253
2024
Q2 		$2.39M Buy
14,088
+1,488
+12% +$223K 0.07% 231
2024
Q1 		$1.79M Buy
12,600
+4,384
+53% +$692K 0.05% 265
2023
Q4 		$1.21M Buy
8,216
+982
+14% +$131K 0.04% 300
2023
Q3 		$848K Sell
7,234
-3,950
-35% -$467K 0.03% 332
2023
Q2 		$1.43M Buy
11,184
+2,980
+36% +$310K 0.06% 250
2023
Q1 		$819K Buy
8,204
+398
+5% +$33.7K 0.05% 310
2022
Q4 		$545K Buy
7,806
+34
+0.4% +$2.73K 0.03% 373
2022
Q3 		$636K Sell
7,772
-1,030
-12% -$89.2K 0.06% 278
2022
Q2 		$725K Sell
8,802
-672
-7% -$59.6K 0.06% 260
2022
Q1 		$983K Buy
9,474
+4,872
+106% +$436K 0.07% 238
2021
Q4 		$427K Buy
4,602
+240
+6% +$20.8K 0.03% 376
2021
Q3 		$348K Sell
4,362
-294
-6% -$20.7K 0.03% 381
2021
Q2 		$288K Buy
4,656
+330
+8% +$19.6K 0.03% 411
2021
Q1 		$232K Sell
4,326
-2,304
-35% -$137K 0.02% 438
2020
Q4 		$393K Sell
6,630
-2,298
-26% -$107K 0.05% 288
2020
Q3 		$364K Sell
8,928
-2,472
-22% -$103K 0.05% 272
2020
Q2 		$436K Buy
+11,400
New +$402K 0.07% 209
2020
Q1 		– Sell
-7,524
Closed -$301K – 336
2019
Q4 		$301K Buy
+7,524
New +$285K 0.06% 194
2017
Q2 		– Sell
-210
Closed -$4K – 614
2017
Q1 		$4K Buy
210
+66
+46% +$1.48K ﹤0.01% 579
2016
Q4 		$3K Buy
+144
New +$3.45K ﹤0.01% 675

Other funds holding PANW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Perigon Wealth Management's PANW Position: Q3 2026 in Review

Perigon Wealth Management reduced its Palo Alto Networks (PANW) stake by 19% in Q3 2026, selling an estimated $1.36M and leaving 16,247 shares worth $6.46M. The position accounts for 0.1% of the portfolio, ranked #182.

Perigon Wealth Management first reported a position in PANW in Q4 2016 and has held it in 29 quarters since. The position peaked at $6.84M in Q2 2026. 2,119 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • Perigon Wealth Management held 16,247 shares of Palo Alto Networks worth $6.46M as of Q3 2026.
  • Perigon Wealth Management sold 3,818 Palo Alto Networks shares in Q3 2026, an estimated $1.36M.
  • Palo Alto Networks made up 0.1% of Perigon Wealth Management's portfolio in Q3 2026, its #182 holding.
  • Perigon Wealth Management first reported a position in Palo Alto Networks in Q4 2016 and has held it in 29 quarters since.
  • Perigon Wealth Management's Palo Alto Networks position peaked at $6.84M in Q2 2026.
  • 2,119 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.