PWPS
PANW icon

Pinnacle Wealth Planning Services’s Palo Alto Networks PANW Stock Holding History

Pinnacle Wealth Planning Services’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 		$924K Buy
5,761
+2,269
+65% +$381K 0.1% 115
2025
Q4 		$643K Buy
3,492
+288
+9% +$58.1K 0.07% 164
2025
Q3 		$652K Buy
3,204
+375
+13% +$71.8K 0.08% 158
2025
Q2 		$579K Buy
2,829
+326
+13% +$60.5K 0.08% 167
2025
Q1 		$427K Buy
2,503
+118
+5% +$21.8K 0.06% 187
2024
Q4 		$434K Sell
2,385
-993
-29% -$188K 0.07% 177
2024
Q3 		$577K Buy
3,378
+6
+0.2% +$1.01K 0.08% 167
2024
Q2 		$571K Sell
3,372
-232
-6% -$34.7K 0.08% 158
2024
Q1 		$512K Sell
3,604
-308
-8% -$48.6K 0.08% 184
2023
Q4 		$577K Sell
3,912
-98
-2% -$13.1K 0.09% 152
2023
Q3 		$470K Buy
4,010
+590
+17% +$69.8K 0.08% 172
2023
Q2 		$437K Buy
3,420
+138
+4% +$14.4K 0.07% 191
2023
Q1 		$328K Buy
3,282
+8
+0.2% +$678 0.05% 250
2022
Q4 		$228K Sell
3,274
-722
-18% -$58K 0.04% 331
2022
Q3 		$327K Sell
3,996
-294
-7% -$25.5K 0.06% 213
2022
Q2 		$353K Sell
4,290
-186
-4% -$16.5K 0.06% 209
2022
Q1 		$464K Sell
4,476
-234
-5% -$20.9K 0.08% 177
2021
Q4 		$436K Buy
4,710
+18
+0.4% +$1.56K 0.09% 182
2021
Q3 		$374K Buy
4,692
+6
+0.1% +$422 0.08% 201
2021
Q2 		$290K Sell
4,686
-102
-2% -$6.04K 0.07% 237
2021
Q1 		$257K Sell
4,788
-372
-7% -$22.1K 0.07% 245
2020
Q4 		$306K Buy
+5,160
New +$241K 0.07% 191
2020
Q1 		– Sell
-5,508
Closed -$212K – 260
2019
Q4 		$212K Buy
+5,508
New +$208K 0.1% 204
2019
Q3 		– Sell
-6,042
Closed -$205K – 213
2019
Q2 		$205K Buy
6,042
+30
+0.5% +$1.12K 0.12% 155
2019
Q1 		$244K Sell
6,012
-774
-11% -$28.7K 0.16% 121
2018
Q4 		$213K Buy
6,786
+678
+11% +$21.1K 0.14% 123
2018
Q3 		$228K Buy
6,108
+42
+0.7% +$1.53K 0.21% 152
2018
Q2 		$208K Buy
+6,066
New +$202K 0.2% 159

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

Pinnacle Wealth Planning Services's PANW Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Palo Alto Networks (PANW) stake by 65% in Q1 2026, buying an estimated $381K and bringing the position to 5,761 shares worth $924K. The position accounts for 0.1% of the portfolio, ranked #115.

Pinnacle Wealth Planning Services first reported a position in PANW in Q2 2018 and has held it in 28 quarters since. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Pinnacle Wealth Planning Services held 5,761 shares of Palo Alto Networks worth $924K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 2,269 Palo Alto Networks shares in Q1 2026, an estimated $381K.
  • Palo Alto Networks made up 0.1% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #115 holding.
  • Pinnacle Wealth Planning Services first reported a position in Palo Alto Networks in Q2 2018 and has held it in 28 quarters since.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.