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

Quantum Private Wealth’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	$2.23M	Buy	13,922 +1,153	+9%	+$194K	0.69%	32
2025 Q4	$2.35M	Hold	12,769	–	–	0.69%	29
2025 Q3	$2.6M	Buy	12,769 +689	+6%	+$132K	0.76%	26
2025 Q2	$2.47M	Sell	12,080 -51	-0.4%	-$9.47K	0.8%	22
2025 Q1	$2.07M	Sell	12,131 -90	-0.7%	-$16.6K	0.78%	24
2024 Q4	$2.22M	Buy	12,221 +125	+1%	+$23.6K	0.71%	29
2024 Q3	$2.07M	Sell	12,096 -32	-0.3%	-$5.39K	0.7%	27
2024 Q2	$2.06M	Buy	12,128 +1,222	+11%	+$183K	0.73%	22
2024 Q1	$1.55M	Buy	10,906 +566	+5%	+$89.3K	0.57%	39
2023 Q4	$1.52M	Buy	10,340 +1,040	+11%	+$139K	0.64%	33
2023 Q3	$1.09M	Buy	9,300 +206	+2%	+$24.4K	0.52%	43
2023 Q2	$1.16M	Buy	9,094 +1,618	+22%	+$168K	0.54%	37
2023 Q1	$747K	Buy	7,476 +140	+2%	+$11.9K	0.4%	59
2022 Q4	$512K	Buy	7,336 +1,426	+24%	+$115K	0.32%	82
2022 Q3	$484K	Buy	5,910 +1,524	+35%	+$132K	0.3%	86
2022 Q2	$361K	Sell	4,386 -216	-5%	-$19.2K	0.21%	109
2022 Q1	$477K	Buy	4,602 +240	+6%	+$21.5K	0.21%	104
2021 Q4	$404K	Buy	+4,362	New	+$377K	0.15%	129

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

Quantum Private Wealth's PANW Position: Q1 2026 in Review

Quantum Private Wealth increased its Palo Alto Networks (PANW) stake by 9% in Q1 2026, buying an estimated $194K and bringing the position to 13,922 shares worth $2.23M. The position accounts for 0.69% of the portfolio, ranked #32.

Quantum Private Wealth first reported a position in PANW in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.6M in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Quantum Private Wealth held 13,922 shares of Palo Alto Networks worth $2.23M as of Q1 2026.
Quantum Private Wealth bought 1,153 Palo Alto Networks shares in Q1 2026, an estimated $194K.
Palo Alto Networks made up 0.69% of Quantum Private Wealth's portfolio in Q1 2026, its #32 holding.
Quantum Private Wealth first reported a position in Palo Alto Networks in Q4 2021 and has held it in 18 quarters since.
Quantum Private Wealth's Palo Alto Networks position peaked at $2.6M in Q3 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Quantum Private Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.