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

Quotient 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	$1.39M	Sell	8,667 -283	-3%	-$47.5K	0.04%	100
2025 Q4	$1.65M	Sell	8,950 -28	-0.3%	-$5.65K	0.04%	95
2025 Q3	$1.83M	Buy	8,978 +95	+1%	+$18.2K	0.05%	87
2025 Q2	$1.82M	Sell	8,883 -730	-8%	-$136K	0.05%	83
2025 Q1	$1.64M	Buy	9,613 +138	+1%	+$25.5K	0.05%	84
2024 Q4	$1.72M	Buy	9,475 +103	+1%	+$19.5K	0.06%	72
2024 Q3	$1.6M	Buy	9,372 +276	+3%	+$46.5K	0.05%	72
2024 Q2	$1.54M	Buy	9,096 +230	+3%	+$34.4K	0.05%	76
2024 Q1	$1.26M	Buy	8,866 +996	+13%	+$157K	0.05%	98
2023 Q4	$1.16M	Buy	+7,870	New	+$1.05M	0.05%	106

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

Quotient Wealth Partners's PANW Position: Q1 2026 in Review

Quotient Wealth Partners reduced its Palo Alto Networks (PANW) stake by 3.2% in Q1 2026, selling an estimated $47.5K and leaving 8,667 shares worth $1.39M. The position accounts for 0.04% of the portfolio, ranked #100.

Quotient Wealth Partners first reported a position in PANW in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.83M in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Quotient Wealth Partners held 8,667 shares of Palo Alto Networks worth $1.39M as of Q1 2026.
Quotient Wealth Partners sold 283 Palo Alto Networks shares in Q1 2026, an estimated $47.5K.
Palo Alto Networks made up 0.04% of Quotient Wealth Partners's portfolio in Q1 2026, its #100 holding.
Quotient Wealth Partners first reported a position in Palo Alto Networks in Q4 2023 and has held it in 10 quarters since.
Quotient Wealth Partners's Palo Alto Networks position peaked at $1.83M in Q3 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.