TWP
PANW icon

Triad Wealth Partners’s Palo Alto Networks PANW Stock Holding History

Triad Wealth Partners’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 		$952K Buy
5,939
+822
+16% +$138K 0.08% 177
2025
Q4 		$943K Buy
5,117
+4,079
+393% +$823K 0.09% 165
2025
Q3 		$211K Sell
1,038
-371
-26% -$71K 0.03% 359
2025
Q2 		$288K Sell
1,409
-216
-13% -$40.1K 0.06% 223
2025
Q1 		$277K Sell
1,625
-13
-0.8% -$2.4K 0.09% 174
2024
Q4 		$298K Buy
+1,638
New +$309K 0.11% 136
2024
Q3 		– Sell
-2,024
Closed -$343K – 643
2024
Q2 		$343K Buy
+2,024
New +$303K 0.18% 56

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

Triad Wealth Partners's PANW Position: Q1 2026 in Review

Triad Wealth Partners increased its Palo Alto Networks (PANW) stake by 16% in Q1 2026, buying an estimated $138K and bringing the position to 5,939 shares worth $952K. The position accounts for 0.08% of the portfolio, ranked #177.

Triad Wealth Partners first reported a position in PANW in Q2 2024 and has held it in 7 quarters since. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Triad Wealth Partners held 5,939 shares of Palo Alto Networks worth $952K as of Q1 2026.
  • Triad Wealth Partners bought 822 Palo Alto Networks shares in Q1 2026, an estimated $138K.
  • Palo Alto Networks made up 0.08% of Triad Wealth Partners's portfolio in Q1 2026, its #177 holding.
  • Triad Wealth Partners first reported a position in Palo Alto Networks in Q2 2024 and has held it in 7 quarters since.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.