WA
PANW icon

Wealth Alliance’s Palo Alto Networks PANW Stock Holding History

Wealth Alliance’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 		$1.55M Buy
9,697
+962
+11% +$162K 0.15% 128
2025
Q4 		$1.61M Sell
8,735
-89
-1% -$18K 0.16% 123
2025
Q3 		$1.8M Buy
8,824
+438
+5% +$83.8K 0.18% 99
2025
Q2 		$1.72M Buy
8,386
+150
+2% +$27.9K 0.19% 99
2025
Q1 		$1.41M Sell
8,236
-266
-3% -$49.2K 0.17% 116
2024
Q4 		$1.55M Sell
8,502
-646
-7% -$122K 0.19% 109
2024
Q3 		$1.56M Sell
9,148
-198
-2% -$33.3K 0.19% 109
2024
Q2 		$1.58M Sell
9,346
-1,228
-12% -$184K 0.2% 94
2024
Q1 		$1.5M Sell
10,574
-980
-8% -$155K 0.2% 108
2023
Q4 		$1.7M Buy
11,554
+142
+1% +$19K 0.24% 89
2023
Q3 		$1.34M Sell
11,412
-2,676
-19% -$317K 0.21% 102
2023
Q2 		$1.8M Sell
14,088
-1,838
-12% -$191K 0.27% 76
2023
Q1 		$1.59M Buy
15,926
+2,690
+20% +$228K 0.26% 87
2022
Q4 		$923K Sell
13,236
-2,940
-18% -$236K 0.16% 144
2022
Q3 		$1.32M Buy
16,176
+1,158
+8% +$100K 0.26% 80
2022
Q2 		$1.24M Buy
15,018
+4,014
+36% +$356K 0.24% 98
2022
Q1 		$1.14M Buy
11,004
+1,746
+19% +$156K 0.23% 96
2021
Q4 		$859K Buy
9,258
+78
+0.8% +$6.75K 0.17% 130
2021
Q3 		$733K Buy
9,180
+114
+1% +$8.01K 0.16% 141
2021
Q2 		$561K Buy
9,066
+198
+2% +$11.7K 0.13% 178
2021
Q1 		$476K Buy
8,868
+504
+6% +$30K 0.13% 182
2020
Q4 		$495K Buy
8,364
+102
+1% +$4.76K 0.15% 171
2020
Q3 		$337K Buy
+8,262
New +$344K 0.12% 208

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

Wealth Alliance's PANW Position: Q1 2026 in Review

Wealth Alliance increased its Palo Alto Networks (PANW) stake by 11% in Q1 2026, buying an estimated $162K and bringing the position to 9,697 shares worth $1.55M. The position accounts for 0.15% of the portfolio, ranked #128.

Wealth Alliance first reported a position in PANW in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.8M in Q2 2023. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Wealth Alliance held 9,697 shares of Palo Alto Networks worth $1.55M as of Q1 2026.
  • Wealth Alliance bought 962 Palo Alto Networks shares in Q1 2026, an estimated $162K.
  • Palo Alto Networks made up 0.15% of Wealth Alliance's portfolio in Q1 2026, its #128 holding.
  • Wealth Alliance first reported a position in Palo Alto Networks in Q3 2020 and has held it in 23 quarters since.
  • Wealth Alliance's Palo Alto Networks position peaked at $1.8M in Q2 2023.
  • 2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.