ProVise Management Group’s Palo Alto Networks PANW Stock Holding History

ProVise Management Group’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	$219K	Buy	1,363 +2	+0.1%	+$336	0.02%	249
2025 Q4	$251K	Hold	1,361	–	–	0.02%	233
2025 Q3	$277K	Hold	1,361	–	–	0.02%	224
2025 Q2	$279K	Buy	1,361 +1	+0.1%	+$186	0.02%	224
2025 Q1	$232K	Sell	1,360 -216	-14%	-$39.9K	0.02%	233
2024 Q4	$287K	Hold	1,576	–	–	0.02%	214
2024 Q3	$269K	Hold	1,576	–	–	0.02%	254
2024 Q2	$267K	Sell	1,576 -206	-12%	-$30.8K	0.02%	255
2024 Q1	$253K	Sell	1,782 -114	-6%	-$18K	0.02%	257
2023 Q4	$280K	Hold	1,896	–	–	0.02%	289
2023 Q3	$222K	Hold	1,896	–	–	0.02%	305
2023 Q2	$242K	Buy	+1,896	New	+$197K	0.02%	305
2022 Q4	–	Sell	-3,816	Closed	-$313K	–	331
2022 Q3	$313K	Hold	3,816	–	–	0.04%	247
2022 Q2	$314K	Buy	3,816 +696	+22%	+$61.7K	0.03%	250
2022 Q1	$324K	Buy	+3,120	New	+$279K	0.03%	277
2017 Q1	–	Sell	-10,500	Closed	-$219K	–	326
2016 Q4	$219K	Sell	10,500 -1,500	-13%	-$35.9K	0.04%	298
2016 Q3	$318K	Buy	+12,000	New	+$273K	0.06%	253

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

ProVise Management Group's PANW Position: Q1 2026 in Review

ProVise Management Group increased its Palo Alto Networks (PANW) stake by 0.15% in Q1 2026, buying an estimated $336 and bringing the position to 1,363 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #249.

ProVise Management Group first reported a position in PANW in Q3 2016 and has held it in 17 quarters since. The position peaked at $324K in Q1 2022. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

ProVise Management Group held 1,363 shares of Palo Alto Networks worth $219K as of Q1 2026.
ProVise Management Group bought 2 Palo Alto Networks shares in Q1 2026, an estimated $336.
Palo Alto Networks made up 0.02% of ProVise Management Group's portfolio in Q1 2026, its #249 holding.
ProVise Management Group first reported a position in Palo Alto Networks in Q3 2016 and has held it in 17 quarters since.
ProVise Management Group's Palo Alto Networks position peaked at $324K in Q1 2022.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on ProVise Management Group's 13F filing for Q1 2026, filed 7 May 2026.