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Strategic Wealth Partners’s Palo Alto Networks PANW Stock Holding History

Strategic Wealth Partners’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 		$3.05M Buy
19,027
+10,567
+125% +$1.78M 0.21% 88
2025
Q4 		$1.56M Buy
8,460
+343
+4% +$69.2K 0.11% 125
2025
Q3 		$1.65M Sell
8,117
-5,017
-38% -$960K 0.12% 120
2025
Q2 		$2.69M Buy
+13,134
New +$2.44M 0.21% 88
2024
Q4 		$2.63M Sell
13,026
-2,008
-13% -$379K 0.22% 93
2024
Q3 		$2.57M Sell
15,034
-676
-4% -$114K 0.25% 91
2024
Q2 		$2.66M Sell
15,710
-82
-0.5% -$12.3K 0.28% 86
2024
Q1 		$2.24M Sell
15,792
-4,440
-22% -$700K 0.25% 90
2023
Q4 		$2.98M Buy
20,232
+1,566
+8% +$209K 0.37% 84
2023
Q3 		$2.19M Sell
18,666
-436
-2% -$51.6K 0.29% 94
2023
Q2 		$2.44M Buy
+19,102
New +$1.99M 0.32% 97
2019
Q4 		– Sell
-876
Closed -$9.4K – 387
2019
Q3 		$9.4K Buy
876
+600
+217% +$21.2K 0.05% 145
2019
Q2 		$9K Buy
+276
New +$10.3K ﹤0.01% 569
2019
Q1 		– Sell
-12
Closed – – 804
2018
Q4 		$0 Buy
+12
New +$374 ﹤0.01% 700

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

Strategic Wealth Partners's PANW Position: Q1 2026 in Review

Strategic Wealth Partners increased its Palo Alto Networks (PANW) stake by 125% in Q1 2026, buying an estimated $1.78M and bringing the position to 19,027 shares worth $3.05M. The position accounts for 0.21% of the portfolio, ranked #88.

Strategic Wealth Partners first reported a position in PANW in Q4 2018 and has held it in 14 quarters since. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Strategic Wealth Partners held 19,027 shares of Palo Alto Networks worth $3.05M as of Q1 2026.
  • Strategic Wealth Partners bought 10,567 Palo Alto Networks shares in Q1 2026, an estimated $1.78M.
  • Palo Alto Networks made up 0.21% of Strategic Wealth Partners's portfolio in Q1 2026, its #88 holding.
  • Strategic Wealth Partners first reported a position in Palo Alto Networks in Q4 2018 and has held it in 14 quarters since.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.