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Tred Avon Family Wealth’s Palo Alto Networks PANW Stock Holding History

Tred Avon Family Wealth’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 		$2.02M Buy
12,593
+78
+0.6% +$13.1K 0.67% 30
2025
Q4 		$2.31M Hold
12,515
– – 0.75% 27
2025
Q3 		$2.55M Buy
+12,515
New +$2.4M 0.88% 25

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

Tred Avon Family Wealth's PANW Position: Q1 2026 in Review

Tred Avon Family Wealth increased its Palo Alto Networks (PANW) stake by 0.62% in Q1 2026, buying an estimated $13.1K and bringing the position to 12,593 shares worth $2.02M. The position accounts for 0.67% of the portfolio, ranked #30.

Tred Avon Family Wealth first reported a position in PANW in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.55M in Q3 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Tred Avon Family Wealth held 12,593 shares of Palo Alto Networks worth $2.02M as of Q1 2026.
  • Tred Avon Family Wealth bought 78 Palo Alto Networks shares in Q1 2026, an estimated $13.1K.
  • Palo Alto Networks made up 0.67% of Tred Avon Family Wealth's portfolio in Q1 2026, its #30 holding.
  • Tred Avon Family Wealth first reported a position in Palo Alto Networks in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Palo Alto Networks position peaked at $2.55M in Q3 2025.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.