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Trivium Point Advisory’s Palo Alto Networks PANW Stock Holding History

Trivium Point Advisory’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 		$1.43M Buy
8,891
+206
+2% +$34.6K 0.26% 98
2025
Q4 		$1.6M Buy
8,685
+222
+3% +$44.8K 0.16% 135
2025
Q3 		$1.72M Buy
8,463
+1,869
+28% +$358K 0.18% 127
2025
Q2 		$1.35M Sell
6,594
-376
-5% -$69.8K 0.15% 147
2025
Q1 		$1.19M Sell
6,970
-749
-10% -$139K 0.15% 151
2024
Q4 		$1.4M Buy
7,719
+195
+3% +$36.8K 0.18% 140
2024
Q3 		$1.51M Buy
7,524
+48
+0.6% +$8.08K 0.21% 126
2024
Q2 		$1.27M Buy
7,476
+416
+6% +$62.2K 0.19% 130
2024
Q1 		$1M Buy
7,060
+280
+4% +$44.2K 0.22% 111
2023
Q4 		$1,000K Buy
6,780
+30
+0.4% +$4.01K 0.24% 108
2023
Q3 		$782K Hold
6,750
– – 0.22% 120
2023
Q2 		$862K Sell
6,750
-320
-5% -$33.3K 0.23% 120
2023
Q1 		$706K Buy
7,070
+150
+2% +$12.7K 0.19% 132
2022
Q4 		$467K Sell
6,920
-30
-0.4% -$2.41K 0.14% 145
2022
Q3 		$607K Buy
6,950
+1,070
+18% +$92.7K 0.19% 130
2022
Q2 		$507K Buy
5,880
+300
+5% +$26.6K 0.15% 142
2022
Q1 		$564K Buy
5,580
+390
+8% +$34.9K 0.13% 161
2021
Q4 		$482K Buy
5,190
+90
+2% +$7.79K 0.1% 167
2021
Q3 		$420K Buy
5,100
+480
+10% +$33.7K 0.1% 163
2021
Q2 		$286K Buy
+4,620
New +$274K 0.07% 184

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

Trivium Point Advisory's PANW Position: Q1 2026 in Review

Trivium Point Advisory increased its Palo Alto Networks (PANW) stake by 2.4% in Q1 2026, buying an estimated $34.6K and bringing the position to 8,891 shares worth $1.43M. The position accounts for 0.26% of the portfolio, ranked #98.

Trivium Point Advisory first reported a position in PANW in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.72M in Q3 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Trivium Point Advisory held 8,891 shares of Palo Alto Networks worth $1.43M as of Q1 2026.
  • Trivium Point Advisory bought 206 Palo Alto Networks shares in Q1 2026, an estimated $34.6K.
  • Palo Alto Networks made up 0.26% of Trivium Point Advisory's portfolio in Q1 2026, its #98 holding.
  • Trivium Point Advisory first reported a position in Palo Alto Networks in Q2 2021 and has held it in 20 quarters since.
  • Trivium Point Advisory's Palo Alto Networks position peaked at $1.72M in Q3 2025.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Trivium Point Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.