Strategies Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Strategies Wealth 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	$388K	Sell	2,422 -1,248	-34%	-$210K	0.04%	120
2025 Q4	$676K	Sell	3,670 -114	-3%	-$23K	0.07%	75
2025 Q3	$770K	Buy	3,784 +6	+0.2%	+$1.15K	0.08%	74
2025 Q2	$773K	Sell	3,778 -496	-12%	-$92.1K	0.08%	69
2025 Q1	$729K	Buy	4,274 +730	+21%	+$135K	0.09%	69
2024 Q4	$698K	Buy	+3,544	New	+$670K	0.09%	66

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

Strategies Wealth Advisors's PANW Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its Palo Alto Networks (PANW) stake by 34% in Q1 2026, selling an estimated $210K and leaving 2,422 shares worth $388K. The position accounts for 0.04% of the portfolio, ranked #120.

Strategies Wealth Advisors first reported a position in PANW in Q4 2024 and has held it in 6 quarters since. The position peaked at $773K in Q2 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Strategies Wealth Advisors held 2,422 shares of Palo Alto Networks worth $388K as of Q1 2026.
Strategies Wealth Advisors sold 1,248 Palo Alto Networks shares in Q1 2026, an estimated $210K.
Palo Alto Networks made up 0.04% of Strategies Wealth Advisors's portfolio in Q1 2026, its #120 holding.
Strategies Wealth Advisors first reported a position in Palo Alto Networks in Q4 2024 and has held it in 6 quarters since.
Strategies Wealth Advisors's Palo Alto Networks position peaked at $773K in Q2 2025.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.