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

Tandem 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	$916K	Buy	5,711 +1,581	+38%	+$266K	0.41%	26
2025 Q4	$761K	Buy	4,130 +783	+23%	+$158K	0.34%	26
2025 Q3	$682K	Buy	3,347 +1,089	+48%	+$208K	0.32%	26
2025 Q2	$462K	Buy	2,258 +1,033	+84%	+$192K	0.23%	31
2025 Q1	$209K	Buy	+1,225	New	+$227K	0.11%	53

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

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

Tandem Wealth Advisors increased its Palo Alto Networks (PANW) stake by 38% in Q1 2026, buying an estimated $266K and bringing the position to 5,711 shares worth $916K. The position accounts for 0.41% of the portfolio, ranked #26.

Tandem Wealth Advisors first reported a position in PANW in Q1 2025 and has held it in 5 quarters since. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Tandem Wealth Advisors held 5,711 shares of Palo Alto Networks worth $916K as of Q1 2026.
Tandem Wealth Advisors bought 1,581 Palo Alto Networks shares in Q1 2026, an estimated $266K.
Palo Alto Networks made up 0.41% of Tandem Wealth Advisors's portfolio in Q1 2026, its #26 holding.
Tandem Wealth Advisors first reported a position in Palo Alto Networks in Q1 2025 and has held it in 5 quarters since.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Tandem Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.