Principle Wealth Partners
PANW icon

Principle Wealth Partners’s Palo Alto Networks PANW Stock Holding History

Principle Wealth Partners’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
Q3 		$9.46M Sell
23,805
-3,242
-12% -$1.15M 0.46% 47
2026
Q2 		$9.22M Sell
27,047
-775
-3% -$177K 0.46% 50
2026
Q1 		$4.46M Buy
27,822
+491
+2% +$82.5K 0.25% 79
2025
Q4 		$5.03M Sell
27,331
-70
-0.3% -$14.1K 0.28% 68
2025
Q3 		$5.58M Sell
27,401
-1,255
-4% -$240K 0.32% 59
2025
Q2 		$5.86M Buy
28,656
+2,512
+10% +$466K 0.37% 58
2025
Q1 		$4.46M Buy
26,144
+470
+2% +$86.9K 0.32% 72
2024
Q4 		$4.67M Buy
25,674
+1,222
+5% +$231K 0.33% 71
2024
Q3 		$4.18M Sell
24,452
-50
-0.2% -$8.42K 0.3% 78
2024
Q2 		$4.15M Buy
24,502
+1,784
+8% +$267K 0.32% 77
2024
Q1 		$3.23M Buy
22,718
+1,110
+5% +$175K 0.25% 94
2023
Q4 		$3.19M Buy
21,608
+9,400
+77% +$1.26M 0.27% 90
2023
Q3 		$1.43M Buy
12,208
+4,564
+60% +$540K 0.14% 123
2023
Q2 		$977K Buy
+7,644
New +$795K 0.1% 144
2020
Q3 		– Sell
-600
Closed -$23K – 348
2020
Q2 		$23K Buy
+600
New +$21.1K 0.01% 342

Other funds holding PANW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Principle Wealth Partners's PANW Position: Q3 2026 in Review

Principle Wealth Partners reduced its Palo Alto Networks (PANW) stake by 12% in Q3 2026, selling an estimated $1.15M and leaving 23,805 shares worth $9.46M. The position accounts for 0.46% of the portfolio, ranked #47.

Principle Wealth Partners first reported a position in PANW in Q2 2020 and has held it in 15 quarters since. 1,980 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • Principle Wealth Partners held 23,805 shares of Palo Alto Networks worth $9.46M as of Q3 2026.
  • Principle Wealth Partners sold 3,242 Palo Alto Networks shares in Q3 2026, an estimated $1.15M.
  • Palo Alto Networks made up 0.46% of Principle Wealth Partners's portfolio in Q3 2026, its #47 holding.
  • Principle Wealth Partners first reported a position in Palo Alto Networks in Q2 2020 and has held it in 15 quarters since.
  • 1,980 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Principle Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.