Plante Moran Financial Advisors’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $74.1K | Hold |
462
| – | – | ﹤0.01% | 266 |
|
|
2025
Q4 | $85.1K | Sell |
462
-8
| -2% | -$1.61K | 0.01% | 257 |
|
|
2025
Q3 | $95.7K | Sell |
470
-148
| -24% | -$28.3K | 0.01% | 248 |
|
|
2025
Q2 | $126K | Sell |
618
-264
| -30% | -$49K | 0.01% | 207 |
|
|
2025
Q1 | $151K | Buy |
882
+450
| +104% | +$83.2K | 0.01% | 198 |
|
|
2024
Q4 | $78.6K | Hold |
432
| – | – | 0.01% | 292 |
|
|
2024
Q3 | $73.8K | Sell |
432
-28
| -6% | -$4.71K | 0.01% | 331 |
|
|
2024
Q2 | $78K | Buy |
460
+140
| +44% | +$20.9K | 0.01% | 276 |
|
|
2024
Q1 | $45.5K | Buy |
320
+12
| +4% | +$1.89K | ﹤0.01% | 361 |
|
|
2023
Q4 | $45.4K | Buy |
308
+38
| +14% | +$5.08K | ﹤0.01% | 328 |
|
|
2023
Q3 | $31.6K | Sell |
270
-16
| -6% | -$1.89K | ﹤0.01% | 356 |
|
|
2023
Q2 | $36.5K | Buy |
286
+16
| +6% | +$1.67K | ﹤0.01% | 343 |
|
|
2023
Q1 | $27K | Sell |
270
-66
| -20% | -$5.59K | ﹤0.01% | 392 |
|
|
2022
Q4 | $23.4K | Buy |
336
+66
| +24% | +$5.3K | ﹤0.01% | 434 |
|
|
2022
Q3 | $22K | Sell |
270
-66
| -20% | -$5.71K | ﹤0.01% | 446 |
|
|
2022
Q2 | $28K | Buy |
336
+66
| +24% | +$5.85K | ﹤0.01% | 404 |
|
|
2022
Q1 | $28K | Sell |
270
-522
| -66% | -$46.7K | 0.01% | 425 |
|
|
2021
Q4 | $73K | Buy |
+792
| New | +$68.5K | 0.01% | 295 |
|
|
2021
Q2 | – | Sell |
-132
| Closed | -$7K | – | 1053 |
|
|
2021
Q1 | $7K | Buy |
+132
| New | +$7.85K | ﹤0.01% | 716 |
|
|
2020
Q4 | – | Sell |
-120
| Closed | -$5K | – | 952 |
|
|
2020
Q3 | $5K | Buy |
+120
| New | +$4.99K | ﹤0.01% | 694 |
|
|
2019
Q4 | – | Sell |
-2,592
| Closed | -$88K | – | 859 |
|
|
2019
Q3 | $88K | Hold |
2,592
| – | – | 0.03% | 254 |
|
|
2019
Q2 | $88K | Sell |
2,592
-12
| -0.5% | -$449 | 0.03% | 237 |
|
|
2019
Q1 | $105K | Sell |
2,604
-96
| -4% | -$3.56K | 0.03% | 216 |
|
|
2018
Q4 | $85K | Buy |
2,700
+84
| +3% | +$2.62K | 0.03% | 223 |
|
|
2018
Q3 | $98K | Sell |
2,616
-30
| -1% | -$1.09K | 0.03% | 220 |
|
|
2018
Q2 | $91K | Sell |
2,646
-108
| -4% | -$3.6K | 0.05% | 235 |
|
|
2018
Q1 | $83K | Buy |
2,754
+252
| +10% | +$7K | 0.05% | 262 |
|
|
2017
Q4 | $60K | Hold |
2,502
| – | – | 0.03% | 305 |
|
|
2017
Q3 | $60K | Hold |
2,502
| – | – | 0.04% | 269 |
|
|
2017
Q2 | $56K | Sell |
2,502
-2,502
| -50% | -$50.5K | 0.04% | 286 |
|
|
2017
Q1 | $94K | Buy |
5,004
+2,502
| +100% | +$55.9K | 0.06% | 213 |
|
|
2016
Q4 | $52K | Sell |
2,502
-126
| -5% | -$3.02K | 0.03% | 323 |
|
|
2016
Q3 | $70K | Buy |
2,628
+654
| +33% | +$14.9K | 0.05% | 260 |
|
|
2016
Q2 | $40K | Buy |
1,974
+18
| +0.9% | +$417 | 0.03% | 324 |
|
|
2016
Q1 | $53K | Sell |
1,956
-792
| -29% | -$19.5K | 0.04% | 257 |
|
|
2015
Q4 | $81K | Buy |
2,748
+900
| +49% | +$26K | 0.06% | 216 |
|
|
2015
Q3 | $53K | Hold |
1,848
| – | – | 0.04% | 251 |
|
|
2015
Q2 | $54K | Hold |
1,848
| – | – | 0.04% | 282 |
|
|
2015
Q1 | $45K | Buy |
+1,848
| New | +$41.4K | 0.03% | 302 |
|
Other funds holding PANW
VCM
VPM
Plante Moran Financial Advisors's PANW Position: Q1 2026 in Review
Plante Moran Financial Advisors held its Palo Alto Networks (PANW) position steady in Q1 2026 at 462 shares worth $74.1K. The position accounts for ﹤0.01% of the portfolio, ranked #266.
Plante Moran Financial Advisors first reported a position in PANW in Q1 2015 and has held it in 39 quarters since. The position peaked at $151K in Q1 2025. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.
- Plante Moran Financial Advisors held 462 shares of Palo Alto Networks worth $74.1K as of Q1 2026.
- Plante Moran Financial Advisors left its Palo Alto Networks share count unchanged in Q1 2026.
- Palo Alto Networks made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #266 holding.
- Plante Moran Financial Advisors first reported a position in Palo Alto Networks in Q1 2015 and has held it in 39 quarters since.
- Plante Moran Financial Advisors's Palo Alto Networks position peaked at $151K in Q1 2025.
- 2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.