Strategic Advisors’s Palo Alto Networks PANW Stock Holding History

Strategic 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	$1.01M	Sell	6,300 -1,461	-19%	-$245K	0.17%	103
2025 Q4	$1.43M	Buy	7,761 +293	+4%	+$59.1K	0.22%	90
2025 Q3	$1.52M	Buy	7,468 +1,203	+19%	+$230K	0.24%	80
2025 Q2	$1.28M	Buy	6,265 +348	+6%	+$64.6K	0.25%	77
2025 Q1	$1.01M	Buy	5,917 +585	+11%	+$108K	0.19%	97
2024 Q4	$970K	Buy	5,332 +2,104	+65%	+$397K	0.18%	103
2024 Q3	$552K	Hold	3,228	–	–	0.1%	136
2024 Q2	$547K	Buy	3,228 +826	+34%	+$124K	0.11%	132
2024 Q1	$341K	Sell	2,402 -120	-5%	-$18.9K	0.07%	161
2023 Q4	$372K	Buy	2,522 +484	+24%	+$64.7K	0.07%	156
2023 Q3	$239K	Buy	2,038 +128	+7%	+$15.1K	0.05%	177
2023 Q2	$244K	Buy	+1,910	New	+$199K	0.05%	175

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

Strategic Advisors's PANW Position: Q1 2026 in Review

Strategic Advisors reduced its Palo Alto Networks (PANW) stake by 19% in Q1 2026, selling an estimated $245K and leaving 6,300 shares worth $1.01M. The position accounts for 0.17% of the portfolio, ranked #103.

Strategic Advisors first reported a position in PANW in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.52M in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Strategic Advisors held 6,300 shares of Palo Alto Networks worth $1.01M as of Q1 2026.
Strategic Advisors sold 1,461 Palo Alto Networks shares in Q1 2026, an estimated $245K.
Palo Alto Networks made up 0.17% of Strategic Advisors's portfolio in Q1 2026, its #103 holding.
Strategic Advisors first reported a position in Palo Alto Networks in Q2 2023 and has held it in 12 quarters since.
Strategic Advisors's Palo Alto Networks position peaked at $1.52M in Q3 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Strategic Advisors's 13F filing for Q1 2026, filed 14 May 2026.