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Strategic Family Wealth Counselors’s Palo Alto Networks PANW Stock Holding History

Strategic Family Wealth Counselors’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
-1,091
Closed -$201K – 206
2025
Q4 		$201K Buy
+1,091
New +$220K 0.05% 212

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Strategic Family Wealth Counselors's PANW Position: Q1 2026 in Review

Strategic Family Wealth Counselors sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 1,091 shares — an estimated $201K sold.

Strategic Family Wealth Counselors first reported a position in PANW in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 2,466 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Strategic Family Wealth Counselors reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 1,091 Palo Alto Networks shares in Q1 2026, an estimated $201K.
  • Strategic Family Wealth Counselors first reported a position in Palo Alto Networks in Q4 2025 and held it in 1 quarter.
  • Strategic Family Wealth Counselors's Palo Alto Networks position peaked at $201K in Q4 2025.
  • 2,466 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.