Pinnacle Wealth Management Advisory Group’s Palo Alto Networks PANW Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$438K	Sell	2,729 -1,206	-31%	-$203K	0.03%	306
2025 Q4	$725K	Buy	3,935 +1,600	+69%	+$323K	0.05%	201
2025 Q3	$475K	Sell	2,335 -75	-3%	-$14.4K	0.04%	237
2025 Q2	$493K	Hold	2,410	–	–	0.04%	222
2025 Q1	$411K	Buy	2,410 +41	+2%	+$7.58K	0.04%	236
2024 Q4	$431K	Sell	2,369 -53	-2%	-$10K	0.04%	221
2024 Q3	$414K	Buy	2,422 +6	+0.2%	+$1.01K	0.04%	225
2024 Q2	$410K	Buy	2,416 +316	+15%	+$47.3K	0.04%	220
2024 Q1	$298K	Buy	2,100 +50	+2%	+$7.89K	0.03%	263
2023 Q4	$302K	Buy	+2,050	New	+$274K	0.04%	244

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

Pinnacle Wealth Management Advisory Group's PANW Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Palo Alto Networks (PANW) stake by 31% in Q1 2026, selling an estimated $203K and leaving 2,729 shares worth $438K. The position accounts for 0.03% of the portfolio, ranked #306.

Pinnacle Wealth Management Advisory Group first reported a position in PANW in Q4 2023 and has held it in 10 quarters since. The position peaked at $725K in Q4 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 2,729 shares of Palo Alto Networks worth $438K as of Q1 2026.
Pinnacle Wealth Management Advisory Group sold 1,206 Palo Alto Networks shares in Q1 2026, an estimated $203K.
Palo Alto Networks made up 0.03% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #306 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Palo Alto Networks in Q4 2023 and has held it in 10 quarters since.
Pinnacle Wealth Management Advisory Group's Palo Alto Networks position peaked at $725K in Q4 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.