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TCFG Wealth Management’s Palo Alto Networks PANW Stock Holding History

TCFG Wealth Management’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 		$319K Sell
1,991
-110
-5% -$18.5K 0.12% 180
2025
Q4 		$387K Buy
2,101
+15
+0.7% +$3.03K 0.15% 168
2025
Q3 		$425K Buy
2,086
+278
+15% +$53.2K 0.17% 153
2025
Q2 		$370K Hold
1,808
– – 0.17% 164
2025
Q1 		$309K Sell
1,808
-148
-8% -$27.4K 0.15% 163
2024
Q4 		$356K Sell
1,956
-254
-11% -$48K 0.18% 139
2024
Q3 		$378K Buy
+2,210
New +$372K 0.19% 128

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

TCFG Wealth Management's PANW Position: Q1 2026 in Review

TCFG Wealth Management reduced its Palo Alto Networks (PANW) stake by 5.2% in Q1 2026, selling an estimated $18.5K and leaving 1,991 shares worth $319K. The position accounts for 0.12% of the portfolio, ranked #180.

TCFG Wealth Management first reported a position in PANW in Q3 2024 and has held it in 7 quarters since. The position peaked at $425K in Q3 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • TCFG Wealth Management held 1,991 shares of Palo Alto Networks worth $319K as of Q1 2026.
  • TCFG Wealth Management sold 110 Palo Alto Networks shares in Q1 2026, an estimated $18.5K.
  • Palo Alto Networks made up 0.12% of TCFG Wealth Management's portfolio in Q1 2026, its #180 holding.
  • TCFG Wealth Management first reported a position in Palo Alto Networks in Q3 2024 and has held it in 7 quarters since.
  • TCFG Wealth Management's Palo Alto Networks position peaked at $425K in Q3 2025.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.