Signature Wealth Management Partners’s Palo Alto Networks PANW Stock Holding History

Signature Wealth Management 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	$505K	Buy	3,153 +512	+19%	+$86K	0.25%	70
2025 Q4	$486K	Hold	2,641	–	–	0.24%	72
2025 Q3	$538K	Buy	2,641 +1,199	+83%	+$230K	0.28%	63
2025 Q2	$295K	Hold	1,442	–	–	0.17%	80
2025 Q1	$246K	Hold	1,442	–	–	0.16%	92
2024 Q4	$262K	Buy	1,442 +20	+1%	+$3.78K	0.18%	86
2024 Q3	$243K	Hold	1,422	–	–	0.18%	89
2024 Q2	$241K	Hold	1,422	–	–	0.18%	90
2024 Q1	$202K	Hold	1,422	–	–	0.16%	96
2023 Q4	$210K	Buy	+1,422	New	+$190K	0.18%	89

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

Signature Wealth Management Partners's PANW Position: Q1 2026 in Review

Signature Wealth Management Partners increased its Palo Alto Networks (PANW) stake by 19% in Q1 2026, buying an estimated $86K and bringing the position to 3,153 shares worth $505K. The position accounts for 0.25% of the portfolio, ranked #70.

Signature Wealth Management Partners first reported a position in PANW in Q4 2023 and has held it in 10 quarters since. The position peaked at $538K in Q3 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Signature Wealth Management Partners held 3,153 shares of Palo Alto Networks worth $505K as of Q1 2026.
Signature Wealth Management Partners bought 512 Palo Alto Networks shares in Q1 2026, an estimated $86K.
Palo Alto Networks made up 0.25% of Signature Wealth Management Partners's portfolio in Q1 2026, its #70 holding.
Signature Wealth Management Partners first reported a position in Palo Alto Networks in Q4 2023 and has held it in 10 quarters since.
Signature Wealth Management Partners's Palo Alto Networks position peaked at $538K in Q3 2025.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Signature Wealth Management Partners's 13F filing for Q1 2026, filed 21 Apr 2026.