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StoneCrest Wealth Management’s Palo Alto Networks PANW Stock Holding History

StoneCrest Wealth Management’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 		– Sell
-14,718
Closed -$2.71M – 75
2025
Q4 		$2.71M Buy
14,718
+603
+4% +$122K 1.09% 31
2025
Q3 		$2.87M Buy
14,115
+177
+1% +$33.9K 1.26% 29
2025
Q2 		$2.85M Buy
13,938
+241
+2% +$44.8K 1.36% 30
2025
Q1 		$2.34M Sell
13,697
-910
-6% -$168K 1.49% 27
2024
Q4 		$2.66M Buy
14,607
+191
+1% +$36.1K 1.74% 22
2024
Q3 		$2.46M Sell
14,416
-98
-0.7% -$16.5K 1.79% 20
2024
Q2 		$2.46M Sell
14,514
-4,294
-23% -$642K 1.88% 22
2024
Q1 		$2.67M Sell
18,808
-2,456
-12% -$387K 2.31% 17
2023
Q4 		$3.14M Buy
+21,264
New +$2.84M 3.01% 14

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

StoneCrest Wealth Management's PANW Position: Q1 2026 in Review

StoneCrest Wealth Management sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 14,718 shares — an estimated $2.71M sold.

StoneCrest Wealth Management first reported a position in PANW in Q4 2023 and held it in 9 quarters. The position peaked at $3.14M in Q4 2023. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • StoneCrest Wealth Management reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
  • StoneCrest Wealth Management sold 14,718 Palo Alto Networks shares in Q1 2026, an estimated $2.71M.
  • StoneCrest Wealth Management first reported a position in Palo Alto Networks in Q4 2023 and held it in 9 quarters.
  • StoneCrest Wealth Management's Palo Alto Networks position peaked at $3.14M in Q4 2023.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on StoneCrest Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.