Soltis Investment Advisors’s Palo Alto Networks PANW Stock Holding History

Soltis Investment 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	$460K	Sell	2,872 -1,549	-35%	-$260K	0.03%	357
2025 Q4	$814K	Sell	4,421 -744	-14%	-$150K	0.05%	239
2025 Q3	$1.05M	Buy	5,165 +11	+0.2%	+$2.11K	0.07%	196
2025 Q2	$1.05M	Buy	5,154 +1,444	+39%	+$268K	0.08%	169
2025 Q1	$633K	Buy	3,710 +2,546	+219%	+$471K	0.06%	209
2024 Q4	$212K	Sell	1,164 -32,930	-97%	-$6.22M	0.02%	347
2024 Q3	$5.83M	Buy	+34,094	New	+$5.74M	0.57%	53
2023 Q2	–	Sell	-30,138	Closed	-$3.01M	–	276
2023 Q1	$3.01M	Buy	30,138 +3,142	+12%	+$266K	0.38%	77
2022 Q4	$1.88M	Buy	26,996 +16,508	+157%	+$1.33M	0.25%	104
2022 Q3	$859K	Buy	+10,488	New	+$908K	0.13%	131

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

Soltis Investment Advisors's PANW Position: Q1 2026 in Review

Soltis Investment Advisors reduced its Palo Alto Networks (PANW) stake by 35% in Q1 2026, selling an estimated $260K and leaving 2,872 shares worth $460K. The position accounts for 0.03% of the portfolio, ranked #357.

Soltis Investment Advisors first reported a position in PANW in Q3 2022 and has held it in 10 quarters since. The position peaked at $5.83M in Q3 2024. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Soltis Investment Advisors held 2,872 shares of Palo Alto Networks worth $460K as of Q1 2026.
Soltis Investment Advisors sold 1,549 Palo Alto Networks shares in Q1 2026, an estimated $260K.
Palo Alto Networks made up 0.03% of Soltis Investment Advisors's portfolio in Q1 2026, its #357 holding.
Soltis Investment Advisors first reported a position in Palo Alto Networks in Q3 2022 and has held it in 10 quarters since.
Soltis Investment Advisors's Palo Alto Networks position peaked at $5.83M in Q3 2024.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.