UCFA
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United Capital Financial Advisors’s Palo Alto Networks PANW Stock Holding History

United Capital Financial Advisors’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 		$16.2M Buy
101,351
+4,062
+4% +$682K 0.1% 164
2025
Q4 		$17.9M Buy
97,289
+11,320
+13% +$2.28M 0.11% 162
2025
Q3 		$17.5M Buy
85,969
+45,612
+113% +$8.73M 0.13% 143
2025
Q2 		$8.26M Buy
40,357
+294
+0.7% +$54.6K 0.07% 223
2025
Q1 		$6.84M Sell
40,063
-4,407
-10% -$815K 0.06% 230
2024
Q4 		$8.09M Sell
44,470
-458
-1% -$86.5K 0.07% 205
2024
Q3 		$7.68M Buy
44,928
+1,976
+5% +$333K 0.06% 209
2024
Q2 		$7.28M Sell
42,952
-3,918
-8% -$586K 0.06% 211
2024
Q1 		$6.66M Buy
46,870
+3,274
+8% +$516K 0.05% 231
2023
Q4 		$6.43M Buy
43,596
+37,334
+596% +$4.99M 0.05% 256
2023
Q3 		$734K Sell
6,262
-1,390
-18% -$164K ﹤0.01% 567
2023
Q2 		$978K Sell
7,652
-1,030
-12% -$107K 0.01% 554
2023
Q1 		$867K Sell
8,682
-7,288
-46% -$618K ﹤0.01% 613
2022
Q4 		$1.11M Sell
15,970
-224
-1% -$18K 0.01% 584
2022
Q3 		$1.33M Buy
16,194
+306
+2% +$26.5K 0.01% 553
2022
Q2 		$1.31M Sell
15,888
-1,128
-7% -$100K 0.01% 583
2022
Q1 		$1.76M Sell
17,016
-14,208
-46% -$1.27M 0.01% 545
2021
Q4 		$2.9M Buy
31,224
+2,310
+8% +$200K 0.01% 468
2021
Q3 		$2.31M Buy
28,914
+420
+1% +$29.5K 0.01% 498
2021
Q2 		$1.76M Sell
28,494
-126
-0.4% -$7.46K 0.01% 566
2021
Q1 		$1.54M Sell
28,620
-1,566
-5% -$93.1K 0.01% 561
2020
Q4 		$1.79M Buy
30,186
+5,310
+21% +$248K 0.01% 533
2020
Q3 		$1.01M Buy
24,876
+12,384
+99% +$515K 0.01% 657
2020
Q2 		$478K Buy
12,492
+3,138
+34% +$111K ﹤0.01% 881
2020
Q1 		$256K Sell
9,354
-9,684
-51% -$338K ﹤0.01% 1010
2019
Q4 		$734K Buy
19,038
+48
+0.3% +$1.81K ﹤0.01% 883
2019
Q3 		$645K Sell
18,990
-1,290
-6% -$45.7K ﹤0.01% 872
2019
Q2 		$689K Buy
20,280
+1,968
+11% +$73.6K ﹤0.01% 931
2019
Q1 		$741K Buy
18,312
+1,620
+10% +$60.1K 0.01% 860
2018
Q4 		$524K Buy
16,692
+336
+2% +$10.5K ﹤0.01% 906
2018
Q3 		$614K Sell
16,356
-48
-0.3% -$1.75K ﹤0.01% 918
2018
Q2 		$562K Sell
16,404
-114
-0.7% -$3.8K ﹤0.01% 918
2018
Q1 		$500K Buy
16,518
+186
+1% +$5.17K ﹤0.01% 957
2017
Q4 		$400K Buy
16,332
+7,278
+80% +$177K ﹤0.01% 1026
2017
Q3 		$217K Sell
9,054
-108
-1% -$2.46K ﹤0.01% 1210
2017
Q2 		$204K Buy
+9,162
New +$185K ﹤0.01% 1203

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

United Capital Financial Advisors's PANW Position: Q1 2026 in Review

United Capital Financial Advisors increased its Palo Alto Networks (PANW) stake by 4.2% in Q1 2026, buying an estimated $682K and bringing the position to 101,351 shares worth $16.2M. The position accounts for 0.1% of the portfolio, ranked #164.

United Capital Financial Advisors first reported a position in PANW in Q2 2017 and has held it in 36 quarters since. The position peaked at $17.9M in Q4 2025. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • United Capital Financial Advisors held 101,351 shares of Palo Alto Networks worth $16.2M as of Q1 2026.
  • United Capital Financial Advisors bought 4,062 Palo Alto Networks shares in Q1 2026, an estimated $682K.
  • Palo Alto Networks made up 0.1% of United Capital Financial Advisors's portfolio in Q1 2026, its #164 holding.
  • United Capital Financial Advisors first reported a position in Palo Alto Networks in Q2 2017 and has held it in 36 quarters since.
  • United Capital Financial Advisors's Palo Alto Networks position peaked at $17.9M in Q4 2025.
  • 2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.