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Shepherd Financial Partners’s Palo Alto Networks PANW Stock Holding History

Shepherd Financial 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 		$278K Hold
1,734
– – 0.03% 207
2025
Q4 		$319K Buy
1,734
+53
+3% +$10.7K 0.03% 199
2025
Q3 		$342K Buy
1,681
+18
+1% +$3.45K 0.03% 191
2025
Q2 		$340K Buy
1,663
+9
+0.5% +$1.67K 0.04% 188
2025
Q1 		$282K Hold
1,654
– – 0.03% 197
2024
Q4 		$301K Buy
1,654
+20
+1% +$3.78K 0.04% 180
2024
Q3 		$279K Hold
1,634
– – 0.03% 185
2024
Q2 		$277K Hold
1,634
– – 0.04% 185
2024
Q1 		$232K Buy
+1,634
New +$258K 0.03% 198

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

Shepherd Financial Partners's PANW Position: Q1 2026 in Review

Shepherd Financial Partners held its Palo Alto Networks (PANW) position steady in Q1 2026 at 1,734 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #207.

Shepherd Financial Partners first reported a position in PANW in Q1 2024 and has held it in 9 quarters since. The position peaked at $342K in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Shepherd Financial Partners held 1,734 shares of Palo Alto Networks worth $278K as of Q1 2026.
  • Shepherd Financial Partners left its Palo Alto Networks share count unchanged in Q1 2026.
  • Palo Alto Networks made up 0.03% of Shepherd Financial Partners's portfolio in Q1 2026, its #207 holding.
  • Shepherd Financial Partners first reported a position in Palo Alto Networks in Q1 2024 and has held it in 9 quarters since.
  • Shepherd Financial Partners's Palo Alto Networks position peaked at $342K in Q3 2025.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.