Sound View Wealth Advisors Group’s Palo Alto Networks PANW Stock Holding History

Sound View Wealth Advisors Group’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	$1.9M	Buy	11,870 +1,442	+14%	+$242K	0.13%	132
2025 Q4	$1.92M	Buy	10,428 +284	+3%	+$57.3K	0.13%	128
2025 Q3	$2.07M	Buy	10,144 +685	+7%	+$131K	0.14%	132
2025 Q2	$1.94M	Buy	9,459 +2,271	+32%	+$422K	0.14%	135
2025 Q1	$1.23M	Buy	7,188 +148	+2%	+$27.4K	0.1%	158
2024 Q4	$1.28M	Sell	7,040 -222	-3%	-$41.9K	0.1%	159
2024 Q3	$1.24M	Buy	7,262 +1,220	+20%	+$205K	0.1%	165
2024 Q2	$1.02M	Buy	6,042 +300	+5%	+$44.9K	0.11%	160
2024 Q1	$816K	Sell	5,742 -522	-8%	-$82.3K	0.09%	185
2023 Q4	$924K	Sell	6,264 -1,656	-21%	-$221K	0.1%	167
2023 Q3	$928K	Buy	7,920 +230	+3%	+$27.2K	0.12%	150
2023 Q2	$982K	Buy	7,690 +1,960	+34%	+$204K	0.13%	150
2023 Q1	$572K	Sell	5,730 -534	-9%	-$45.3K	0.08%	201
2022 Q4	$924K	Buy	+6,264	New	+$503K	0.1%	167

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

Sound View Wealth Advisors Group's PANW Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its Palo Alto Networks (PANW) stake by 14% in Q1 2026, buying an estimated $242K and bringing the position to 11,870 shares worth $1.9M. The position accounts for 0.13% of the portfolio, ranked #132.

Sound View Wealth Advisors Group first reported a position in PANW in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.07M in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Sound View Wealth Advisors Group held 11,870 shares of Palo Alto Networks worth $1.9M as of Q1 2026.
Sound View Wealth Advisors Group bought 1,442 Palo Alto Networks shares in Q1 2026, an estimated $242K.
Palo Alto Networks made up 0.13% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #132 holding.
Sound View Wealth Advisors Group first reported a position in Palo Alto Networks in Q4 2022 and has held it in 14 quarters since.
Sound View Wealth Advisors Group's Palo Alto Networks position peaked at $2.07M in Q3 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.