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Valmark Advisers’s Palo Alto Networks PANW Stock Holding History

Valmark Advisers’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 		$283K Sell
1,766
-581
-25% -$97.6K ﹤0.01% 593
2025
Q4 		$432K Buy
2,347
+1,020
+77% +$206K 0.01% 470
2025
Q3 		$270K Buy
+1,327
New +$254K ﹤0.01% 579
2025
Q1 		– Sell
-1,117
Closed -$203K – 616
2024
Q4 		$203K Buy
+1,117
New +$211K ﹤0.01% 586

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

Valmark Advisers's PANW Position: Q1 2026 in Review

Valmark Advisers reduced its Palo Alto Networks (PANW) stake by 25% in Q1 2026, selling an estimated $97.6K and leaving 1,766 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Valmark Advisers first reported a position in PANW in Q4 2024 and has held it in 4 quarters since. The position peaked at $432K in Q4 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Valmark Advisers held 1,766 shares of Palo Alto Networks worth $283K as of Q1 2026.
  • Valmark Advisers sold 581 Palo Alto Networks shares in Q1 2026, an estimated $97.6K.
  • Palo Alto Networks made up ﹤0.01% of Valmark Advisers's portfolio in Q1 2026, its #593 holding.
  • Valmark Advisers first reported a position in Palo Alto Networks in Q4 2024 and has held it in 4 quarters since.
  • Valmark Advisers's Palo Alto Networks position peaked at $432K in Q4 2025.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.