Resurgent Financial Advisors’s Palo Alto Networks PANW Stock Holding History

Resurgent Financial Advisors’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	$407K	Buy	2,538 +1,122	+79%	+$188K	0.15%	169
2025 Q4	$261K	Sell	1,416 -8	-0.6%	-$1.61K	0.13%	179
2025 Q3	$290K	Buy	1,424 +145	+11%	+$27.8K	0.14%	173
2025 Q2	$262K	Buy	+1,279	New	+$238K	0.14%	160
2025 Q1	–	Sell	-1,169	Closed	-$213K	–	189
2024 Q4	$213K	Sell	1,169 -15	-1%	-$2.83K	0.13%	170
2024 Q3	$202K	Sell	1,184 -26	-2%	-$4.38K	0.12%	176
2024 Q2	$205K	Buy	+1,210	New	+$181K	0.13%	166
2024 Q1	–	Sell	-1,424	Closed	-$210K	–	396
2023 Q4	$210K	Buy	1,424 +632	+80%	+$84.5K	0.13%	162
2023 Q3	$92.8K	Sell	792 -24	-3%	-$2.84K	0.06%	235
2023 Q2	$104K	Buy	816 +50	+7%	+$5.2K	0.07%	228
2023 Q1	$76.5K	Sell	766 -568	-43%	-$48.1K	0.05%	263
2022 Q4	$93.1K	Sell	1,334 -3,266	-71%	-$262K	0.05%	314
2022 Q3	$377K	Buy	+4,600	New	+$398K	0.25%	113

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

Resurgent Financial Advisors's PANW Position: Q1 2026 in Review

Resurgent Financial Advisors increased its Palo Alto Networks (PANW) stake by 79% in Q1 2026, buying an estimated $188K and bringing the position to 2,538 shares worth $407K. The position accounts for 0.15% of the portfolio, ranked #169.

Resurgent Financial Advisors first reported a position in PANW in Q3 2022 and has held it in 13 quarters since. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Resurgent Financial Advisors held 2,538 shares of Palo Alto Networks worth $407K as of Q1 2026.
Resurgent Financial Advisors bought 1,122 Palo Alto Networks shares in Q1 2026, an estimated $188K.
Palo Alto Networks made up 0.15% of Resurgent Financial Advisors's portfolio in Q1 2026, its #169 holding.
Resurgent Financial Advisors first reported a position in Palo Alto Networks in Q3 2022 and has held it in 13 quarters since.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.