Private Wealth Asset Management’s Palo Alto Networks PANW Stock Holding History

Private Wealth Asset Management’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	$252K	Buy	1,573 +91	+6%	+$15.3K	0.03%	234
2025 Q4	$273K	Sell	1,482 -16	-1%	-$3.23K	0.03%	233
2025 Q3	$305K	Sell	1,498 -840	-36%	-$161K	0.04%	200
2025 Q2	$478K	Buy	2,338 +219	+10%	+$40.7K	0.06%	164
2025 Q1	$362K	Buy	+2,119	New	+$392K	0.05%	175

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 Wealth Asset Management's PANW Position: Q1 2026 in Review

Private Wealth Asset Management increased its Palo Alto Networks (PANW) stake by 6.1% in Q1 2026, buying an estimated $15.3K and bringing the position to 1,573 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #234.

Private Wealth Asset Management first reported a position in PANW in Q1 2025 and has held it in 5 quarters since. The position peaked at $478K in Q2 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Private Wealth Asset Management held 1,573 shares of Palo Alto Networks worth $252K as of Q1 2026.
Private Wealth Asset Management bought 91 Palo Alto Networks shares in Q1 2026, an estimated $15.3K.
Palo Alto Networks made up 0.03% of Private Wealth Asset Management's portfolio in Q1 2026, its #234 holding.
Private Wealth Asset Management first reported a position in Palo Alto Networks in Q1 2025 and has held it in 5 quarters since.
Private Wealth Asset Management's Palo Alto Networks position peaked at $478K in Q2 2025.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.