Sonoma Private Wealth’s Palo Alto Networks PANW Stock Holding History

Sonoma Private 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	$505K	Buy	+3,152	New	+$530K	0.62%	45
2024 Q3	–	Sell	-3,038	Closed	-$515K	–	92
2024 Q2	$515K	Sell	3,038 -54	-2%	-$8.08K	0.84%	41
2024 Q1	$439K	Sell	3,092 -444	-13%	-$70K	0.71%	49
2023 Q4	$521K	Sell	3,536 -362	-9%	-$48.4K	0.86%	43
2023 Q3	$457K	Buy	3,898 +14	+0.4%	+$1.66K	0.83%	49
2023 Q2	$496K	Sell	3,884 -518	-12%	-$53.9K	0.87%	48
2023 Q1	$440K	Buy	4,402 +312	+8%	+$26.4K	0.87%	43
2022 Q4	$285K	Buy	+4,090	New	+$328K	0.63%	55

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

Sonoma Private Wealth's PANW Position: Q1 2026 in Review

Sonoma Private Wealth opened a new position in Palo Alto Networks (PANW) in Q1 2026: 3,152 shares worth $505K. The stake represents 0.62% of the portfolio and ranks #45 among its holdings. This is a return to the name: Sonoma Private Wealth previously reported a position in PANW as recently as Q2 2024.

Sonoma Private Wealth first reported a position in PANW in Q4 2022 and has held it in 8 quarters since. The position peaked at $521K in Q4 2023. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Sonoma Private Wealth held 3,152 shares of Palo Alto Networks worth $505K as of Q1 2026.
Palo Alto Networks was a new Sonoma Private Wealth position in Q1 2026.
Palo Alto Networks made up 0.62% of Sonoma Private Wealth's portfolio in Q1 2026, its #45 holding.
Sonoma Private Wealth first reported a position in Palo Alto Networks in Q4 2022 and has held it in 8 quarters since.
Sonoma Private Wealth's Palo Alto Networks position peaked at $521K in Q4 2023.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Sonoma Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.