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Secured Retirement Advisors’s Palo Alto Networks PANW Stock Holding History

Secured Retirement 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 		– Sell
-4,096
Closed -$754K – 139
2025
Q4 		$754K Buy
4,096
+70
+2% +$14.1K 0.42% 83
2025
Q3 		$820K Sell
4,026
-637
-14% -$122K 0.46% 82
2025
Q2 		$954K Sell
4,663
-514
-10% -$95.5K 0.57% 75
2025
Q1 		$883K Sell
5,177
-7,071
-58% -$1.31M 0.57% 76
2024
Q4 		$2.23M Sell
12,248
-374
-3% -$70.7K 1.28% 19
2024
Q3 		$2.16M Buy
12,622
+424
+3% +$71.4K 1.55% 20
2024
Q2 		$2.07M Buy
12,198
+1,130
+10% +$169K 1.61% 19
2024
Q1 		$1.57M Sell
11,068
-1,604
-13% -$253K 1.33% 31
2023
Q4 		$1.87M Buy
+12,672
New +$1.69M 1.8% 13

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

Secured Retirement Advisors's PANW Position: Q1 2026 in Review

Secured Retirement Advisors sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 4,096 shares — an estimated $754K sold.

Secured Retirement Advisors first reported a position in PANW in Q4 2023 and held it in 9 quarters. The position peaked at $2.23M in Q4 2024. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Secured Retirement Advisors reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
  • Secured Retirement Advisors sold 4,096 Palo Alto Networks shares in Q1 2026, an estimated $754K.
  • Secured Retirement Advisors first reported a position in Palo Alto Networks in Q4 2023 and held it in 9 quarters.
  • Secured Retirement Advisors's Palo Alto Networks position peaked at $2.23M in Q4 2024.
  • 2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Secured Retirement Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.