TWM
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Tradition Wealth Management’s Palo Alto Networks PANW Stock Holding History

Tradition 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 		$1.07M Sell
6,644
-894
-12% -$150K 0.08% 190
2025
Q4 		$1.39M Buy
7,538
+81
+1% +$16.3K 0.1% 167
2025
Q3 		$1.52M Buy
7,457
+533
+8% +$102K 0.11% 153
2025
Q2 		$1.42M Buy
6,924
+40
+0.6% +$7.43K 0.11% 152
2025
Q1 		$1.17M Buy
6,884
+32
+0.5% +$5.92K 0.1% 159
2024
Q4 		$1.25M Sell
6,852
-474
-6% -$89.5K 0.11% 149
2024
Q3 		$1.25M Sell
7,326
-360
-5% -$60.6K 0.11% 154
2024
Q2 		$1.3M Buy
7,686
+870
+13% +$130K 0.13% 135
2024
Q1 		$968K Buy
6,816
+882
+15% +$139K 0.1% 154
2023
Q4 		$875K Buy
5,934
+12
+0.2% +$1.6K 0.09% 136
2023
Q3 		$694K Buy
5,922
+76
+1% +$8.99K 0.08% 142
2023
Q2 		$747K Buy
5,846
+5,396
+1,199% +$561K 0.09% 140
2023
Q1 		$45K Buy
450
+40
+10% +$3.39K 0.01% 638
2022
Q4 		$29K Buy
410
+2
+0.5% +$161 ﹤0.01% 669
2022
Q3 		$33K Sell
408
-180
-31% -$15.6K 0.01% 628
2022
Q2 		$48K Hold
588
– – 0.01% 466
2022
Q1 		$61K Sell
588
-60
-9% -$5.37K 0.01% 467
2021
Q4 		$60K Buy
648
+240
+59% +$20.8K 0.01% 495
2021
Q3 		$33K Hold
408
– – ﹤0.01% 620
2021
Q2 		$25K Buy
408
+180
+79% +$10.7K ﹤0.01% 705
2021
Q1 		$12K Hold
228
– – ﹤0.01% 739
2020
Q4 		$14K Buy
+228
New +$10.7K ﹤0.01% 662

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

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

Tradition Wealth Management reduced its Palo Alto Networks (PANW) stake by 12% in Q1 2026, selling an estimated $150K and leaving 6,644 shares worth $1.07M. The position accounts for 0.08% of the portfolio, ranked #190.

Tradition Wealth Management first reported a position in PANW in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.52M in Q3 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Tradition Wealth Management held 6,644 shares of Palo Alto Networks worth $1.07M as of Q1 2026.
  • Tradition Wealth Management sold 894 Palo Alto Networks shares in Q1 2026, an estimated $150K.
  • Palo Alto Networks made up 0.08% of Tradition Wealth Management's portfolio in Q1 2026, its #190 holding.
  • Tradition Wealth Management first reported a position in Palo Alto Networks in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Palo Alto Networks position peaked at $1.52M in Q3 2025.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

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