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Simplicity Wealth’s Palo Alto Networks PANW Stock Holding History

Simplicity Wealth’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 		$368K Buy
2,294
+165
+8% +$27.7K 0.02% 535
2025
Q4 		$392K Buy
2,129
+373
+21% +$75.3K 0.02% 487
2025
Q3 		$358K Sell
1,756
-816
-32% -$156K 0.02% 519
2025
Q2 		$526K Buy
2,572
+1,260
+96% +$234K 0.02% 447
2025
Q1 		$224K Buy
+1,312
New +$243K 0.02% 497
2024
Q3 		– Sell
-12,262
Closed -$2.08M – 997
2024
Q2 		$2.08M Buy
12,262
+686
+6% +$103K 0.05% 353
2024
Q1 		$1.64M Buy
+11,576
New +$1.83M 0.04% 388

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

Simplicity Wealth's PANW Position: Q1 2026 in Review

Simplicity Wealth increased its Palo Alto Networks (PANW) stake by 7.8% in Q1 2026, buying an estimated $27.7K and bringing the position to 2,294 shares worth $368K. The position accounts for 0.02% of the portfolio, ranked #535.

Simplicity Wealth first reported a position in PANW in Q1 2024 and has held it in 7 quarters since. The position peaked at $2.08M in Q2 2024. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Simplicity Wealth held 2,294 shares of Palo Alto Networks worth $368K as of Q1 2026.
  • Simplicity Wealth bought 165 Palo Alto Networks shares in Q1 2026, an estimated $27.7K.
  • Palo Alto Networks made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #535 holding.
  • Simplicity Wealth first reported a position in Palo Alto Networks in Q1 2024 and has held it in 7 quarters since.
  • Simplicity Wealth's Palo Alto Networks position peaked at $2.08M in Q2 2024.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.