Visionary Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Visionary Wealth 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	$505K	Buy	3,148 +7	+0.2%	+$1.18K	0.02%	397
2025 Q4	$579K	Buy	3,141 +176	+6%	+$35.5K	0.03%	356
2025 Q3	$604K	Sell	2,965 -115	-4%	-$22K	0.03%	350
2025 Q2	$630K	Sell	3,080 -115	-4%	-$21.4K	0.03%	326
2025 Q1	$545K	Buy	3,195 +291	+10%	+$53.8K	0.03%	333
2024 Q4	$528K	Buy	2,904 +360	+14%	+$68K	0.03%	344
2024 Q3	$435K	Buy	2,544 +106	+4%	+$17.8K	0.03%	365
2024 Q2	$413K	Sell	2,438 -124	-5%	-$18.5K	0.03%	357
2024 Q1	$364K	Buy	2,562 +814	+47%	+$128K	0.02%	382
2023 Q4	$258K	Buy	+1,748	New	+$234K	0.02%	419
2023 Q3	–	Sell	-1,638	Closed	-$209K	–	470
2023 Q2	$209K	Buy	+1,638	New	+$170K	0.02%	428

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

Visionary Wealth Advisors's PANW Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Palo Alto Networks (PANW) stake by 0.22% in Q1 2026, buying an estimated $1.18K and bringing the position to 3,148 shares worth $505K. The position accounts for 0.02% of the portfolio, ranked #397.

Visionary Wealth Advisors first reported a position in PANW in Q2 2023 and has held it in 11 quarters since. The position peaked at $630K in Q2 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Visionary Wealth Advisors held 3,148 shares of Palo Alto Networks worth $505K as of Q1 2026.
Visionary Wealth Advisors bought 7 Palo Alto Networks shares in Q1 2026, an estimated $1.18K.
Palo Alto Networks made up 0.02% of Visionary Wealth Advisors's portfolio in Q1 2026, its #397 holding.
Visionary Wealth Advisors first reported a position in Palo Alto Networks in Q2 2023 and has held it in 11 quarters since.
Visionary Wealth Advisors's Palo Alto Networks position peaked at $630K in Q2 2025.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.