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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-7,000
Closed -$231K 887
2023
Q4
$231K Buy
+7,000
New +$936K 0.01% 747

Other funds holding PANW

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

Perigon Wealth Management reduced its Palo Alto Networks (PANW) stake by 32% in Q1 2026, selling an estimated $1.55M and leaving 19,898 shares worth $3.19M. The position accounts for 0.06% of the portfolio, ranked #285.

Perigon Wealth Management first reported a position in PANW in Q4 2016 and has held it in 27 quarters since. The position peaked at $6.01M in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Perigon Wealth Management held 19,898 shares of Palo Alto Networks worth $3.19M as of Q1 2026.
  • Perigon Wealth Management sold 9,236 Palo Alto Networks shares in Q1 2026, an estimated $1.55M.
  • Palo Alto Networks made up 0.06% of Perigon Wealth Management's portfolio in Q1 2026, its #285 holding.
  • Perigon Wealth Management first reported a position in Palo Alto Networks in Q4 2016 and has held it in 27 quarters since.
  • Perigon Wealth Management's Palo Alto Networks position peaked at $6.01M in Q3 2025.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

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