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

Peterson 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 		$1.78M Buy
11,104
+1,503
+16% +$252K 1.03% 20
2025
Q4 		$1.77M Buy
9,601
+2,102
+28% +$424K 1.31% 18
2025
Q3 		$1.53M Sell
7,499
-8,541
-53% -$1.63M 1.06% 23
2025
Q2 		$3.28M Sell
16,040
-2,685
-14% -$499K 1.95% 22
2025
Q1 		$3.2M Sell
18,725
-365
-2% -$67.5K 2.15% 17
2024
Q4 		$3.47M Buy
19,090
+358
+2% +$67.6K 2.07% 18
2024
Q3 		$3.2M Sell
18,732
-902
-5% -$152K 2.05% 20
2024
Q2 		$3.33M Buy
19,634
+298
+2% +$44.6K 2.05% 19
2024
Q1 		$2.75M Buy
+19,336
New +$3.05M 1.98% 17

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

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

Peterson Wealth Management increased its Palo Alto Networks (PANW) stake by 16% in Q1 2026, buying an estimated $252K and bringing the position to 11,104 shares worth $1.78M. The position accounts for 1.03% of the portfolio, ranked #20.

Peterson Wealth Management first reported a position in PANW in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.47M in Q4 2024. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Peterson Wealth Management held 11,104 shares of Palo Alto Networks worth $1.78M as of Q1 2026.
  • Peterson Wealth Management bought 1,503 Palo Alto Networks shares in Q1 2026, an estimated $252K.
  • Palo Alto Networks made up 1.03% of Peterson Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Peterson Wealth Management first reported a position in Palo Alto Networks in Q1 2024 and has held it in 9 quarters since.
  • Peterson Wealth Management's Palo Alto Networks position peaked at $3.47M in Q4 2024.
  • 2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Peterson Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.