SWP
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Sagespring Wealth Partners’s Palo Alto Networks PANW Stock Holding History

Sagespring 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 		$1.09M Sell
6,821
-687
-9% -$115K 0.02% 301
2025
Q4 		$1.38M Buy
7,508
+213
+3% +$43K 0.03% 248
2025
Q3 		$1.49M Buy
7,295
+53
+0.7% +$10.1K 0.03% 230
2025
Q2 		$1.48M Sell
7,242
-56
-0.8% -$10.4K 0.03% 213
2025
Q1 		$1.25M Buy
7,298
+1,965
+37% +$363K 0.03% 210
2024
Q4 		$970K Buy
+5,333
New +$1.01M 0.03% 223

Other funds holding PANW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Sagespring Wealth Partners reduced its Palo Alto Networks (PANW) stake by 9.2% in Q1 2026, selling an estimated $115K and leaving 6,821 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #301.

Sagespring Wealth Partners first reported a position in PANW in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.49M in Q3 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Sagespring Wealth Partners held 6,821 shares of Palo Alto Networks worth $1.09M as of Q1 2026.
  • Sagespring Wealth Partners sold 687 Palo Alto Networks shares in Q1 2026, an estimated $115K.
  • Palo Alto Networks made up 0.02% of Sagespring Wealth Partners's portfolio in Q1 2026, its #301 holding.
  • Sagespring Wealth Partners first reported a position in Palo Alto Networks in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Palo Alto Networks position peaked at $1.49M in Q3 2025.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.