Semus Wealth Partners’s Palo Alto Networks PANW Stock Holding History

Semus 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	$504K	Buy	3,142 +390	+14%	+$65.5K	0.28%	62
2025 Q4	$507K	Hold	2,752	–	–	0.27%	61
2025 Q3	$560K	Sell	2,752 -62	-2%	-$11.9K	0.32%	54
2025 Q2	$576K	Sell	2,814 -1,020	-27%	-$189K	0.37%	49
2025 Q1	$654K	Sell	3,834 -48	-1%	-$8.88K	0.46%	46
2024 Q4	$706K	Sell	3,882 -118	-3%	-$22.3K	0.47%	45
2024 Q3	$684K	Sell	4,000 -280	-7%	-$47.1K	0.48%	44
2024 Q2	$725K	Buy	4,280 +550	+15%	+$82.3K	0.56%	37
2024 Q1	$530K	Buy	3,730 +768	+26%	+$121K	0.45%	45
2023 Q4	$437K	Buy	2,962 +196	+7%	+$26.2K	0.36%	63
2023 Q3	$324K	Buy	2,766 +146	+6%	+$17.3K	0.3%	76
2023 Q2	$335K	Buy	+2,620	New	+$273K	0.31%	71

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

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

Semus Wealth Partners increased its Palo Alto Networks (PANW) stake by 14% in Q1 2026, buying an estimated $65.5K and bringing the position to 3,142 shares worth $504K. The position accounts for 0.28% of the portfolio, ranked #62.

Semus Wealth Partners first reported a position in PANW in Q2 2023 and has held it in 12 quarters since. The position peaked at $725K in Q2 2024. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Semus Wealth Partners held 3,142 shares of Palo Alto Networks worth $504K as of Q1 2026.
Semus Wealth Partners bought 390 Palo Alto Networks shares in Q1 2026, an estimated $65.5K.
Palo Alto Networks made up 0.28% of Semus Wealth Partners's portfolio in Q1 2026, its #62 holding.
Semus Wealth Partners first reported a position in Palo Alto Networks in Q2 2023 and has held it in 12 quarters since.
Semus Wealth Partners's Palo Alto Networks position peaked at $725K in Q2 2024.
2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.