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

Talisman 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	–	Sell	-1,606	Closed	-$297K	–	116
2025 Q4	$297K	Hold	1,606	–	–	0.23%	78
2025 Q3	$327K	Hold	1,606	–	–	0.27%	76
2025 Q2	$329K	Buy	+1,606	New	+$298K	0.3%	75
2025 Q1	–	Sell	-1,316	Closed	-$239K	–	109
2024 Q4	$239K	Hold	1,316	–	–	0.25%	92
2024 Q3	$221K	Hold	1,316	–	–	0.23%	101
2024 Q2	$223K	Buy	+1,316	New	+$197K	0.26%	91

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

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

Talisman Wealth Advisors sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 1,606 shares — an estimated $297K sold.

Talisman Wealth Advisors first reported a position in PANW in Q2 2024 and held it in 6 quarters. The position peaked at $329K in Q2 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Talisman Wealth Advisors reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
Talisman Wealth Advisors sold 1,606 Palo Alto Networks shares in Q1 2026, an estimated $297K.
Talisman Wealth Advisors first reported a position in Palo Alto Networks in Q2 2024 and held it in 6 quarters.
Talisman Wealth Advisors's Palo Alto Networks position peaked at $329K in Q2 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

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