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Tobias Financial Advisors’s Palo Alto Networks PANW Stock Holding History

Tobias Financial 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
-1,825
Closed -$336K – 153
2025
Q4 		$336K Buy
+1,825
New +$368K 0.05% 105
2020
Q1 		– Sell
-102
Closed -$3K – 208
2019
Q4 		$3K Buy
+102
New +$3.86K ﹤0.01% 243

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

Tobias Financial Advisors's PANW Position: Q1 2026 in Review

Tobias Financial Advisors sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 1,825 shares — an estimated $336K sold.

Tobias Financial Advisors first reported a position in PANW in Q4 2019 and held it in 2 quarters. The position peaked at $336K in Q4 2025. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Tobias Financial Advisors reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
  • Tobias Financial Advisors sold 1,825 Palo Alto Networks shares in Q1 2026, an estimated $336K.
  • Tobias Financial Advisors first reported a position in Palo Alto Networks in Q4 2019 and held it in 2 quarters.
  • Tobias Financial Advisors's Palo Alto Networks position peaked at $336K in Q4 2025.
  • 2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Tobias Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.