Plotkin Financial Advisors’s Palo Alto Networks PANW Stock Holding History

Plotkin Financial 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	$859K	Buy	5,358 +478	+10%	+$80.3K	0.43%	43
2025 Q4	$899K	Buy	4,880 +226	+5%	+$45.6K	0.44%	43
2025 Q3	$948K	Buy	4,654 +1,319	+40%	+$252K	0.47%	38
2025 Q2	$682K	Buy	3,335 +174	+6%	+$32.3K	0.38%	43
2025 Q1	$539K	Buy	3,161 +881	+39%	+$163K	0.33%	46
2024 Q4	$415K	Buy	2,280 +498	+28%	+$94.1K	0.25%	63
2024 Q3	$305K	Buy	1,782 +424	+31%	+$71.4K	0.18%	72
2024 Q2	$230K	Buy	+1,358	New	+$203K	0.15%	81

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

Plotkin Financial Advisors's PANW Position: Q1 2026 in Review

Plotkin Financial Advisors increased its Palo Alto Networks (PANW) stake by 9.8% in Q1 2026, buying an estimated $80.3K and bringing the position to 5,358 shares worth $859K. The position accounts for 0.43% of the portfolio, ranked #43.

Plotkin Financial Advisors first reported a position in PANW in Q2 2024 and has held it in 8 quarters since. The position peaked at $948K in Q3 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Plotkin Financial Advisors held 5,358 shares of Palo Alto Networks worth $859K as of Q1 2026.
Plotkin Financial Advisors bought 478 Palo Alto Networks shares in Q1 2026, an estimated $80.3K.
Palo Alto Networks made up 0.43% of Plotkin Financial Advisors's portfolio in Q1 2026, its #43 holding.
Plotkin Financial Advisors first reported a position in Palo Alto Networks in Q2 2024 and has held it in 8 quarters since.
Plotkin Financial Advisors's Palo Alto Networks position peaked at $948K in Q3 2025.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Plotkin Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.