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

Uniting 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	$714K	Buy	4,453 +1,328	+42%	+$223K	0.15%	90
2025 Q4	$576K	Buy	3,125 +2	+0.1%	+$403	0.18%	73
2025 Q3	$636K	Buy	3,123 +113	+4%	+$21.6K	0.15%	86
2025 Q2	$616K	Hold	3,010	–	–	0.24%	49
2025 Q1	$514K	Hold	3,010	–	–	0.26%	45
2024 Q4	$548K	Buy	+3,010	New	+$569K	0.26%	45

Other funds holding PANW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Uniting Wealth Partners increased its Palo Alto Networks (PANW) stake by 42% in Q1 2026, buying an estimated $223K and bringing the position to 4,453 shares worth $714K. The position accounts for 0.15% of the portfolio, ranked #90.

Uniting Wealth Partners first reported a position in PANW in Q4 2024 and has held it in 6 quarters since. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Uniting Wealth Partners held 4,453 shares of Palo Alto Networks worth $714K as of Q1 2026.
Uniting Wealth Partners bought 1,328 Palo Alto Networks shares in Q1 2026, an estimated $223K.
Palo Alto Networks made up 0.15% of Uniting Wealth Partners's portfolio in Q1 2026, its #90 holding.
Uniting Wealth Partners first reported a position in Palo Alto Networks in Q4 2024 and has held it in 6 quarters since.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Uniting Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.