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Summit Wealth & Retirement Planning’s Palo Alto Networks PANW Stock Holding History

Summit Wealth & Retirement Planning’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 		$408K Sell
2,543
-25
-1% -$4.2K 0.1% 71
2025
Q4 		$473K Buy
2,568
+38
+2% +$7.67K 0.11% 63
2025
Q3 		$515K Hold
2,530
– – 0.13% 56
2025
Q2 		$518K Hold
2,530
– – 0.14% 52
2025
Q1 		$432K Buy
2,530
+120
+5% +$22.2K 0.13% 49
2024
Q4 		$439K Hold
2,410
– – 0.14% 49
2024
Q3 		$412K Sell
2,410
-60
-2% -$10.1K 0.13% 45
2024
Q2 		$419K Hold
2,470
– – 0.14% 45
2024
Q1 		$351K Sell
2,470
-144
-6% -$22.7K 0.13% 48
2023
Q4 		$385K Sell
2,614
-78
-3% -$10.4K 0.16% 38
2023
Q3 		$316K Sell
2,692
-792
-23% -$93.7K 0.13% 47
2023
Q2 		$445K Sell
3,484
-4,136
-54% -$430K 0.18% 40
2023
Q1 		$761K Sell
7,620
-2,928
-28% -$248K 0.28% 41
2022
Q4 		$736K Hold
10,548
– – 0.3% 41
2022
Q3 		$864K Sell
10,548
-6
-0.1% -$520 0.34% 40
2022
Q2 		$869K Sell
10,554
-150
-1% -$13.3K 0.33% 42
2022
Q1 		$1.11M Sell
10,704
-432
-4% -$38.7K 0.39% 42
2021
Q4 		$1.03M Sell
11,136
-168
-1% -$14.5K 0.35% 42
2021
Q3 		$902K Sell
11,304
-1,938
-15% -$136K 0.33% 45
2021
Q2 		$819K Sell
13,242
-480
-3% -$28.4K 0.3% 50
2021
Q1 		$737K Sell
13,722
-6,612
-33% -$393K 0.27% 56
2020
Q4 		$1.2M Sell
20,334
-528
-3% -$24.7K 0.46% 40
2020
Q3 		$851K Sell
20,862
-360
-2% -$15K 0.37% 48
2020
Q2 		$812K Sell
21,222
-1,602
-7% -$56.4K 0.38% 54
2020
Q1 		$624K Buy
22,824
+1,410
+7% +$49.2K 0.33% 60
2019
Q4 		$825K Buy
+21,414
New +$810K 0.37% 57

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

Summit Wealth & Retirement Planning's PANW Position: Q1 2026 in Review

Summit Wealth & Retirement Planning reduced its Palo Alto Networks (PANW) stake by 0.97% in Q1 2026, selling an estimated $4.2K and leaving 2,543 shares worth $408K. The position accounts for 0.1% of the portfolio, ranked #71.

Summit Wealth & Retirement Planning first reported a position in PANW in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.2M in Q4 2020. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Summit Wealth & Retirement Planning held 2,543 shares of Palo Alto Networks worth $408K as of Q1 2026.
  • Summit Wealth & Retirement Planning sold 25 Palo Alto Networks shares in Q1 2026, an estimated $4.2K.
  • Palo Alto Networks made up 0.1% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #71 holding.
  • Summit Wealth & Retirement Planning first reported a position in Palo Alto Networks in Q4 2019 and has held it in 26 quarters since.
  • Summit Wealth & Retirement Planning's Palo Alto Networks position peaked at $1.2M in Q4 2020.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.