SFMG Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

SFMG Wealth 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	$5.72M	Buy	35,667 +1,022	+3%	+$172K	0.39%	33
2025 Q4	$6.38M	Sell	34,645 -790	-2%	-$159K	0.43%	32
2025 Q3	$7.22M	Buy	35,435 +1,247	+4%	+$239K	0.5%	28
2025 Q2	$7M	Buy	34,188 +556	+2%	+$103K	0.53%	29
2025 Q1	$5.74M	Buy	33,632 +71	+0.2%	+$13.1K	0.45%	32
2024 Q4	$6.11M	Sell	33,561 -111	-0.3%	-$21K	0.48%	31
2024 Q3	$5.75M	Buy	33,672 +378	+1%	+$63.6K	0.47%	30
2024 Q2	$5.64M	Sell	33,294 -354	-1%	-$52.9K	0.49%	27
2024 Q1	$4.78M	Buy	33,648 +31,948	+1,879%	+$5.04M	0.41%	35
2023 Q4	$251K	Sell	1,700 -54	-3%	-$7.22K	0.02%	215
2023 Q3	$206K	Buy	1,754 +86	+5%	+$10.2K	0.02%	220
2023 Q2	$213K	Buy	+1,668	New	+$174K	0.02%	222
2022 Q1	–	Sell	-35,592	Closed	-$3.3M	–	322
2021 Q4	$3.3M	Sell	35,592 -660	-2%	-$57.1K	0.32%	43
2021 Q3	$2.89M	Sell	36,252 -60	-0.2%	-$4.21K	0.32%	45
2021 Q2	$2.25M	Sell	36,312 -750	-2%	-$44.4K	0.25%	51
2021 Q1	$1.99M	Sell	37,062 -240	-0.6%	-$14.3K	0.23%	58
2020 Q4	$2.21M	Sell	37,302 -210	-0.6%	-$9.81K	0.28%	46
2020 Q3	$1.53M	Buy	37,512 +60	+0.2%	+$2.5K	0.21%	44
2020 Q2	$1.43M	Sell	37,452 -2,070	-5%	-$72.9K	0.2%	44
2020 Q1	$1.08M	Buy	39,522 +1,140	+3%	+$39.8K	0.16%	38
2019 Q4	$1.48M	Buy	+38,382	New	+$1.45M	0.18%	52

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

SFMG Wealth Advisors's PANW Position: Q1 2026 in Review

SFMG Wealth Advisors increased its Palo Alto Networks (PANW) stake by 2.9% in Q1 2026, buying an estimated $172K and bringing the position to 35,667 shares worth $5.72M. The position accounts for 0.39% of the portfolio, ranked #33.

SFMG Wealth Advisors first reported a position in PANW in Q4 2019 and has held it in 21 quarters since. The position peaked at $7.22M in Q3 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

SFMG Wealth Advisors held 35,667 shares of Palo Alto Networks worth $5.72M as of Q1 2026.
SFMG Wealth Advisors bought 1,022 Palo Alto Networks shares in Q1 2026, an estimated $172K.
Palo Alto Networks made up 0.39% of SFMG Wealth Advisors's portfolio in Q1 2026, its #33 holding.
SFMG Wealth Advisors first reported a position in Palo Alto Networks in Q4 2019 and has held it in 21 quarters since.
SFMG Wealth Advisors's Palo Alto Networks position peaked at $7.22M in Q3 2025.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.