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

Private 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 Q1	$1.81M	Buy	11,307 +5,889	+109%	+$989K	0.14%	75
2025 Q4	$998K	Sell	5,418 -564	-9%	-$114K	0.07%	99
2025 Q3	$1.22M	Buy	5,982 +529	+10%	+$101K	0.09%	89
2025 Q2	$1.12M	Buy	5,453 +750	+16%	+$139K	0.09%	91
2025 Q1	$803K	Buy	4,703 +91	+2%	+$16.8K	0.07%	98
2024 Q4	$839K	Buy	4,612 +900	+24%	+$170K	0.06%	98
2024 Q3	$634K	Buy	3,712 +400	+12%	+$67.3K	0.05%	111
2024 Q2	$561K	Buy	3,312 +1,060	+47%	+$159K	0.04%	109
2024 Q1	$320K	Buy	2,252 +206	+10%	+$32.5K	0.03%	132
2023 Q4	$302K	Hold	2,046	–	–	0.03%	135
2023 Q3	$240K	Hold	2,046	–	–	0.02%	141
2023 Q2	$261K	Sell	2,046 -330	-14%	-$34.3K	0.02%	132
2023 Q1	$237K	Buy	+2,376	New	+$201K	0.02%	138
2020 Q1	–	Sell	-8,808	Closed	-$339K	–	134
2019 Q4	$339K	Hold	8,808	–	–	0.05%	103
2019 Q3	$299K	Hold	8,808	–	–	0.05%	98
2019 Q2	$299K	Hold	8,808	–	–	0.05%	106
2019 Q1	$357K	Hold	8,808	–	–	0.06%	95
2018 Q4	$276K	Hold	8,808	–	–	0.05%	86
2018 Q3	$331K	Hold	8,808	–	–	0.05%	99
2018 Q2	$302K	Sell	8,808 -240	-3%	-$8K	0.05%	103
2018 Q1	$274K	Buy	+9,048	New	+$251K	0.05%	111
2014 Q1	–	Sell	-48,060	Closed	-$460K	–	169
2013 Q4	$460K	Buy	+48,060	New	+$381K	0.1%	127

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 Partners's PANW Position: Q1 2026 in Review

Private Wealth Partners increased its Palo Alto Networks (PANW) stake by 109% in Q1 2026, buying an estimated $989K and bringing the position to 11,307 shares worth $1.81M. The position accounts for 0.14% of the portfolio, ranked #75.

Private Wealth Partners first reported a position in PANW in Q4 2013 and has held it in 22 quarters since. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Private Wealth Partners held 11,307 shares of Palo Alto Networks worth $1.81M as of Q1 2026.
Private Wealth Partners bought 5,889 Palo Alto Networks shares in Q1 2026, an estimated $989K.
Palo Alto Networks made up 0.14% of Private Wealth Partners's portfolio in Q1 2026, its #75 holding.
Private Wealth Partners first reported a position in Palo Alto Networks in Q4 2013 and has held it in 22 quarters since.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.