WWA
PANW icon

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

WCG 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 		$4.65M Sell
28,976
-4,840
-14% -$813K 0.13% 165
2025
Q4 		$6.23M Buy
33,816
+21,453
+174% +$4.33M 0.17% 125
2025
Q3 		$2.52M Buy
12,363
+802
+7% +$154K 0.16% 131
2025
Q2 		$2.37M Sell
11,561
-3,846
-25% -$714K 0.15% 143
2025
Q1 		$2.63M Buy
15,407
+648
+4% +$120K 0.2% 124
2024
Q4 		$2.69M Buy
+14,759
New +$2.79M 0.18% 121

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

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

WCG Wealth Advisors reduced its Palo Alto Networks (PANW) stake by 14% in Q1 2026, selling an estimated $813K and leaving 28,976 shares worth $4.65M. The position accounts for 0.13% of the portfolio, ranked #165.

WCG Wealth Advisors first reported a position in PANW in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.23M in Q4 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • WCG Wealth Advisors held 28,976 shares of Palo Alto Networks worth $4.65M as of Q1 2026.
  • WCG Wealth Advisors sold 4,840 Palo Alto Networks shares in Q1 2026, an estimated $813K.
  • Palo Alto Networks made up 0.13% of WCG Wealth Advisors's portfolio in Q1 2026, its #165 holding.
  • WCG Wealth Advisors first reported a position in Palo Alto Networks in Q4 2024 and has held it in 6 quarters since.
  • WCG Wealth Advisors's Palo Alto Networks position peaked at $6.23M in Q4 2025.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.