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Waverly Advisors’s Palo Alto Networks PANW Stock Holding History

Waverly 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 		$20.2M Buy
126,130
+25,343
+25% +$4.26M 0.15% 138
2025
Q4 		$18.6M Buy
100,787
+40,570
+67% +$8.18M 0.15% 136
2025
Q3 		$12.3M Buy
60,217
+8,392
+16% +$1.61M 0.12% 170
2025
Q2 		$10.6M Buy
51,825
+1,795
+4% +$333K 0.12% 182
2025
Q1 		$8.54M Buy
50,030
+43,382
+653% +$8.02M 0.1% 202
2024
Q4 		$1.21M Buy
6,648
+4,014
+152% +$758K 0.02% 485
2024
Q3 		$450K Sell
2,634
-120
-4% -$20.2K 0.01% 608
2024
Q2 		$467K Buy
+2,754
New +$412K 0.01% 590

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

Waverly Advisors's PANW Position: Q1 2026 in Review

Waverly Advisors increased its Palo Alto Networks (PANW) stake by 25% in Q1 2026, buying an estimated $4.26M and bringing the position to 126,130 shares worth $20.2M. The position accounts for 0.15% of the portfolio, ranked #138.

Waverly Advisors first reported a position in PANW in Q2 2024 and has held it in 8 quarters since. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Waverly Advisors held 126,130 shares of Palo Alto Networks worth $20.2M as of Q1 2026.
  • Waverly Advisors bought 25,343 Palo Alto Networks shares in Q1 2026, an estimated $4.26M.
  • Palo Alto Networks made up 0.15% of Waverly Advisors's portfolio in Q1 2026, its #138 holding.
  • Waverly Advisors first reported a position in Palo Alto Networks in Q2 2024 and has held it in 8 quarters since.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.