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Savvy Advisors Inc’s Palo Alto Networks PANW Stock Holding History

Savvy Advisors Inc’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 		– Sell
-400
Closed -$1 – 1200
2025
Q4 		$1 Buy
+400
New +$80.7K ﹤0.01% 1030

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

Savvy Advisors Inc's PANW Position: Q1 2026 in Review

Savvy Advisors Inc increased its Palo Alto Networks (PANW) stake by 21% in Q1 2026, buying an estimated $630K and bringing the position to 21,918 shares worth $3.51M. The position accounts for 0.09% of the portfolio, ranked #170.

Savvy Advisors Inc first reported a position in PANW in Q2 2024 and has held it in 8 quarters since. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Savvy Advisors Inc held 21,918 shares of Palo Alto Networks worth $3.51M as of Q1 2026.
  • Savvy Advisors Inc bought 3,753 Palo Alto Networks shares in Q1 2026, an estimated $630K.
  • Palo Alto Networks made up 0.09% of Savvy Advisors Inc's portfolio in Q1 2026, its #170 holding.
  • Savvy Advisors Inc first reported a position in Palo Alto Networks in Q2 2024 and has held it in 8 quarters since.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.