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TSG Advice Partners’s Palo Alto Networks PANW Stock Holding History

TSG Advice 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 		$785K Sell
4,898
-85
-2% -$14.3K 0.12% 60
2025
Q4 		$918K Buy
+4,983
New +$1.01M 0.14% 40

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

TSG Advice Partners's PANW Position: Q1 2026 in Review

TSG Advice Partners reduced its Palo Alto Networks (PANW) stake by 1.7% in Q1 2026, selling an estimated $14.3K and leaving 4,898 shares worth $785K. The position accounts for 0.12% of the portfolio, ranked #60.

TSG Advice Partners first reported a position in PANW in Q4 2025 and has held it in 2 quarters since. The position peaked at $918K in Q4 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • TSG Advice Partners held 4,898 shares of Palo Alto Networks worth $785K as of Q1 2026.
  • TSG Advice Partners sold 85 Palo Alto Networks shares in Q1 2026, an estimated $14.3K.
  • Palo Alto Networks made up 0.12% of TSG Advice Partners's portfolio in Q1 2026, its #60 holding.
  • TSG Advice Partners first reported a position in Palo Alto Networks in Q4 2025 and has held it in 2 quarters since.
  • TSG Advice Partners's Palo Alto Networks position peaked at $918K in Q4 2025.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.