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SHP Wealth Management’s Palo Alto Networks PANW Stock Holding History

SHP Wealth Management’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 		$154K Buy
961
+96
+11% +$16.1K 0.01% 315
2025
Q4 		$159K Buy
+865
New +$175K 0.01% 281

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SHP Wealth Management's PANW Position: Q1 2026 in Review

SHP Wealth Management increased its Palo Alto Networks (PANW) stake by 11% in Q1 2026, buying an estimated $16.1K and bringing the position to 961 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #315.

SHP Wealth Management first reported a position in PANW in Q4 2025 and has held it in 2 quarters since. The position peaked at $159K in Q4 2025. 2,467 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • SHP Wealth Management held 961 shares of Palo Alto Networks worth $154K as of Q1 2026.
  • SHP Wealth Management bought 96 Palo Alto Networks shares in Q1 2026, an estimated $16.1K.
  • Palo Alto Networks made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #315 holding.
  • SHP Wealth Management first reported a position in Palo Alto Networks in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Palo Alto Networks position peaked at $159K in Q4 2025.
  • 2,467 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.