VWM
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Valley Wealth Managers’s Palo Alto Networks PANW Stock Holding History

Valley Wealth Managers’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 		$632K Sell
3,943
-58
-1% -$9.74K 0.04% 154
2025
Q4 		$737K Buy
4,001
+109
+3% +$22K 0.05% 144
2025
Q3 		$792K Buy
3,892
+541
+16% +$104K 0.05% 134
2025
Q2 		$686K Sell
3,351
-941
-22% -$175K 0.05% 141
2025
Q1 		$732K Buy
4,292
+80
+2% +$14.8K 0.06% 136
2024
Q4 		$766K Buy
4,212
+344
+9% +$65K 0.06% 137
2024
Q3 		$661K Buy
+3,868
New +$651K 0.05% 143

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

Valley Wealth Managers's PANW Position: Q1 2026 in Review

Valley Wealth Managers reduced its Palo Alto Networks (PANW) stake by 1.4% in Q1 2026, selling an estimated $9.74K and leaving 3,943 shares worth $632K. The position accounts for 0.04% of the portfolio, ranked #154.

Valley Wealth Managers first reported a position in PANW in Q3 2024 and has held it in 7 quarters since. The position peaked at $792K in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Valley Wealth Managers held 3,943 shares of Palo Alto Networks worth $632K as of Q1 2026.
  • Valley Wealth Managers sold 58 Palo Alto Networks shares in Q1 2026, an estimated $9.74K.
  • Palo Alto Networks made up 0.04% of Valley Wealth Managers's portfolio in Q1 2026, its #154 holding.
  • Valley Wealth Managers first reported a position in Palo Alto Networks in Q3 2024 and has held it in 7 quarters since.
  • Valley Wealth Managers's Palo Alto Networks position peaked at $792K in Q3 2025.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.