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

Quadrant Private Wealth 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 Q3	$1.35M	Buy	+3,388	New	+$1.21M	0.18%	104
2026 Q2	–	Sell	-2,160	Closed	-$346K	–	260
2026 Q1	$346K	Buy	2,160 +202	+10%	+$33.9K	0.05%	218
2025 Q4	$361K	Buy	1,958 +535	+38%	+$108K	0.06%	199
2025 Q3	$290K	Buy	1,423 +291	+26%	+$55.7K	0.05%	207
2025 Q2	$232K	Buy	+1,132	New	+$210K	0.05%	225

Other funds holding PANW

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Quadrant Private Wealth Management's PANW Position: Q3 2026 in Review

Quadrant Private Wealth Management opened a new position in Palo Alto Networks (PANW) in Q3 2026: 3,388 shares worth $1.35M. The stake represents 0.18% of the portfolio and ranks #104 among its holdings. This is a return to the name: Quadrant Private Wealth Management previously reported a position in PANW as recently as Q1 2026.

Quadrant Private Wealth Management first reported a position in PANW in Q2 2025 and has held it in 5 quarters since. 1,854 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

Quadrant Private Wealth Management held 3,388 shares of Palo Alto Networks worth $1.35M as of Q3 2026.
Palo Alto Networks was a new Quadrant Private Wealth Management position in Q3 2026.
Palo Alto Networks made up 0.18% of Quadrant Private Wealth Management's portfolio in Q3 2026, its #104 holding.
Quadrant Private Wealth Management first reported a position in Palo Alto Networks in Q2 2025 and has held it in 5 quarters since.
1,854 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.