Pinion Investment Advisors’s Palo Alto Networks PANW Stock Holding History

Pinion Investment 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	$214K	Sell	1,336 -5,820	-81%	-$978K	0.05%	168
2025 Q4	$1.32M	Buy	7,156 +337	+5%	+$68K	0.32%	49
2025 Q3	$1.48M	Buy	6,819 +5,793	+565%	+$1.11M	0.4%	43
2025 Q2	$210K	Buy	+1,026	New	+$191K	0.07%	157
2022 Q4	–	Sell	-2,634	Closed	-$216K	–	152
2022 Q3	$216K	Sell	2,634 -18	-0.7%	-$1.56K	0.19%	143
2022 Q2	$218K	Sell	2,652 -162	-6%	-$14.4K	0.18%	148
2022 Q1	$292K	Buy	2,814 +504	+22%	+$45.1K	0.2%	136
2021 Q4	$214K	Buy	+2,310	New	+$200K	0.14%	151

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

Pinion Investment Advisors's PANW Position: Q1 2026 in Review

Pinion Investment Advisors reduced its Palo Alto Networks (PANW) stake by 81% in Q1 2026, selling an estimated $978K and leaving 1,336 shares worth $214K. The position accounts for 0.05% of the portfolio, ranked #168.

Pinion Investment Advisors first reported a position in PANW in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.48M in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Pinion Investment Advisors held 1,336 shares of Palo Alto Networks worth $214K as of Q1 2026.
Pinion Investment Advisors sold 5,820 Palo Alto Networks shares in Q1 2026, an estimated $978K.
Palo Alto Networks made up 0.05% of Pinion Investment Advisors's portfolio in Q1 2026, its #168 holding.
Pinion Investment Advisors first reported a position in Palo Alto Networks in Q4 2021 and has held it in 8 quarters since.
Pinion Investment Advisors's Palo Alto Networks position peaked at $1.48M in Q3 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.