Phoenix Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Phoenix Wealth Advisors’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	$351K	Sell	2,190 -100	-4%	-$16.8K	0.14%	100
2025 Q4	$422K	Hold	2,290	–	–	0.16%	92
2025 Q3	$466K	Sell	2,290 -160	-7%	-$30.6K	0.18%	87
2025 Q2	$501K	Hold	2,450	–	–	0.21%	83
2025 Q1	$418K	Hold	2,450	–	–	0.18%	84
2024 Q4	$446K	Hold	2,450	–	–	0.19%	81
2024 Q3	$419K	Hold	2,450	–	–	0.19%	82
2024 Q2	$415K	Hold	2,450	–	–	0.21%	82
2024 Q1	$348K	Buy	2,450 +2	+0.1%	+$315	0.21%	87
2023 Q4	$354K	Sell	2,448 -12	-0.5%	-$1.6K	0.25%	80
2023 Q3	$288K	Sell	2,460 -2,716	-52%	-$321K	0.17%	88
2023 Q2	$661K	Sell	5,176 -120	-2%	-$12.5K	0.38%	42
2023 Q1	$529K	Sell	5,296 -260	-5%	-$22K	0.33%	45
2022 Q4	$388K	Sell	5,556 -438	-7%	-$35.2K	0.23%	56
2022 Q3	$491K	Sell	5,994 -96	-2%	-$8.31K	0.49%	46
2022 Q2	$501K	Buy	+6,090	New	+$540K	0.49%	46
2022 Q1	–	Sell	-2,700	Closed	-$251K	–	118
2021 Q4	$251K	Hold	2,700	–	–	0.19%	104
2021 Q3	$216K	Hold	2,700	–	–	0.16%	111
2021 Q2	$176K	Hold	2,700	–	–	0.13%	123
2021 Q1	$148K	Sell	2,700 -900	-25%	-$53.5K	0.12%	131
2020 Q4	$213K	Buy	+3,600	New	+$168K	0.16%	107

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

Phoenix Wealth Advisors's PANW Position: Q1 2026 in Review

Phoenix Wealth Advisors reduced its Palo Alto Networks (PANW) stake by 4.4% in Q1 2026, selling an estimated $16.8K and leaving 2,190 shares worth $351K. The position accounts for 0.14% of the portfolio, ranked #100.

Phoenix Wealth Advisors first reported a position in PANW in Q4 2020 and has held it in 21 quarters since. The position peaked at $661K in Q2 2023. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Phoenix Wealth Advisors held 2,190 shares of Palo Alto Networks worth $351K as of Q1 2026.
Phoenix Wealth Advisors sold 100 Palo Alto Networks shares in Q1 2026, an estimated $16.8K.
Palo Alto Networks made up 0.14% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #100 holding.
Phoenix Wealth Advisors first reported a position in Palo Alto Networks in Q4 2020 and has held it in 21 quarters since.
Phoenix Wealth Advisors's Palo Alto Networks position peaked at $661K in Q2 2023.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.