Redwood Wealth Management Group’s Palo Alto Networks PANW Stock Holding History

Redwood Wealth 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	$379K	Buy	2,367 +70	+3%	+$11.8K	0.16%	110
2025 Q4	$423K	Sell	2,297 -256	-10%	-$51.6K	0.18%	106
2025 Q3	$520K	Buy	2,553 +12	+0.5%	+$2.3K	0.22%	96
2025 Q2	$520K	Sell	2,541 -42	-2%	-$7.8K	0.23%	98
2025 Q1	$441K	Buy	2,583 +899	+53%	+$166K	0.22%	100
2024 Q4	$307K	Buy	1,684 +100	+6%	+$18.9K	0.15%	126
2024 Q3	$271K	Sell	1,584 -768	-33%	-$129K	0.13%	134
2024 Q2	$399K	Buy	2,352 +354	+18%	+$52.9K	0.3%	76
2024 Q1	$284K	Buy	+1,998	New	+$315K	0.3%	92

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

Redwood Wealth Management Group's PANW Position: Q1 2026 in Review

Redwood Wealth Management Group increased its Palo Alto Networks (PANW) stake by 3% in Q1 2026, buying an estimated $11.8K and bringing the position to 2,367 shares worth $379K. The position accounts for 0.16% of the portfolio, ranked #110.

Redwood Wealth Management Group first reported a position in PANW in Q1 2024 and has held it in 9 quarters since. The position peaked at $520K in Q2 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Redwood Wealth Management Group held 2,367 shares of Palo Alto Networks worth $379K as of Q1 2026.
Redwood Wealth Management Group bought 70 Palo Alto Networks shares in Q1 2026, an estimated $11.8K.
Palo Alto Networks made up 0.16% of Redwood Wealth Management Group's portfolio in Q1 2026, its #110 holding.
Redwood Wealth Management Group first reported a position in Palo Alto Networks in Q1 2024 and has held it in 9 quarters since.
Redwood Wealth Management Group's Palo Alto Networks position peaked at $520K in Q2 2025.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.