ViaWealth’s Palo Alto Networks PANW Stock Holding History

ViaWealth’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	$1.05M	Buy	6,547 +236	+4%	+$39.6K	0.58%	47
2025 Q4	$1.16M	Sell	6,311 -688	-10%	-$139K	0.65%	42
2025 Q3	$1.43M	Buy	6,999 +1,459	+26%	+$279K	0.78%	37
2025 Q2	$1.13M	Buy	5,540 +220	+4%	+$40.9K	0.67%	46
2025 Q1	$908K	Sell	5,320 -371	-7%	-$68.6K	0.56%	52
2024 Q4	$1.04M	Sell	5,691 -25	-0.4%	-$4.72K	0.63%	45
2024 Q3	$977K	Buy	5,716 +604	+12%	+$102K	0.57%	54
2024 Q2	$867K	Buy	5,112 +1,180	+30%	+$176K	0.54%	58
2024 Q1	$559K	Buy	+3,932	New	+$620K	0.35%	93

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

ViaWealth's PANW Position: Q1 2026 in Review

ViaWealth increased its Palo Alto Networks (PANW) stake by 3.7% in Q1 2026, buying an estimated $39.6K and bringing the position to 6,547 shares worth $1.05M. The position accounts for 0.58% of the portfolio, ranked #47.

ViaWealth first reported a position in PANW in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.43M in Q3 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

ViaWealth held 6,547 shares of Palo Alto Networks worth $1.05M as of Q1 2026.
ViaWealth bought 236 Palo Alto Networks shares in Q1 2026, an estimated $39.6K.
Palo Alto Networks made up 0.58% of ViaWealth's portfolio in Q1 2026, its #47 holding.
ViaWealth first reported a position in Palo Alto Networks in Q1 2024 and has held it in 9 quarters since.
ViaWealth's Palo Alto Networks position peaked at $1.43M in Q3 2025.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.