Richard W. Paul & Associates’s Palo Alto Networks PANW Stock Holding History

Richard W. Paul & Associates’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	$1.28K	Hold	8	–	–	﹤0.01%	281
2025 Q4	$1.47K	Hold	8	–	–	﹤0.01%	271
2025 Q3	$1.63K	Hold	8	–	–	﹤0.01%	291
2025 Q2	$1.64K	Hold	8	–	–	﹤0.01%	308
2025 Q1	$1.36K	Sell	8 -100	-93%	-$18.5K	﹤0.01%	309
2024 Q4	$19.7K	Sell	108 -12	-10%	-$2.27K	0.01%	258
2024 Q3	$20.5K	Sell	120 -100	-45%	-$16.8K	0.01%	255
2024 Q2	$37.3K	Sell	220 -6	-3%	-$897	0.01%	220
2024 Q1	$32.1K	Sell	226 -1,474	-87%	-$233K	0.01%	232
2023 Q4	$251K	Buy	+1,700	New	+$227K	0.11%	155

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

Richard W. Paul & Associates's PANW Position: Q1 2026 in Review

Richard W. Paul & Associates held its Palo Alto Networks (PANW) position steady in Q1 2026 at 8 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Richard W. Paul & Associates first reported a position in PANW in Q4 2023 and has held it in 10 quarters since. The position peaked at $251K in Q4 2023. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Richard W. Paul & Associates held 8 shares of Palo Alto Networks worth $1.28K as of Q1 2026.
Richard W. Paul & Associates left its Palo Alto Networks share count unchanged in Q1 2026.
Palo Alto Networks made up ﹤0.01% of Richard W. Paul & Associates's portfolio in Q1 2026, its #281 holding.
Richard W. Paul & Associates first reported a position in Palo Alto Networks in Q4 2023 and has held it in 10 quarters since.
Richard W. Paul & Associates's Palo Alto Networks position peaked at $251K in Q4 2023.
2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Richard W. Paul & Associates's 13F filing for Q1 2026, filed 13 May 2026.