Private Client Services’s Palo Alto Networks PANW Stock Holding History

Private Client 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	–	Sell	-2,239	Closed	-$412K	–	227
2025 Q4	$412K	Buy	+2,239	New	+$452K	0.13%	118
2025 Q2	–	Sell	-1,226	Closed	-$209K	–	218
2025 Q1	$209K	Buy	+1,226	New	+$227K	0.1%	178
2024 Q1	–	Sell	-1,384	Closed	-$204K	–	143
2023 Q4	$204K	Buy	+1,384	New	+$185K	0.17%	132

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

Private Client Services's PANW Position: Q1 2026 in Review

Private Client Services sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 2,239 shares — an estimated $412K sold.

Private Client Services first reported a position in PANW in Q4 2023 and held it in 3 quarters. The position peaked at $412K in Q4 2025. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Private Client Services reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
Private Client Services sold 2,239 Palo Alto Networks shares in Q1 2026, an estimated $412K.
Private Client Services first reported a position in Palo Alto Networks in Q4 2023 and held it in 3 quarters.
Private Client Services's Palo Alto Networks position peaked at $412K in Q4 2025.
2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Private Client Services's 13F filing for Q1 2026, filed 6 Apr 2026.