WE
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Wealth Effects’s Palo Alto Networks PANW Stock Holding History

Wealth Effects’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 		$286K Buy
1,785
+620
+53% +$104K 0.1% 164
2025
Q4 		$215K Hold
1,165
– – 0.07% 191
2025
Q3 		$237K Buy
1,165
+85
+8% +$16.3K 0.08% 184
2025
Q2 		$221K Buy
+1,080
New +$201K 0.08% 186
2025
Q1 		– Sell
-2,096
Closed -$381K – 215
2024
Q4 		$381K Sell
2,096
-14
-0.7% -$2.65K 0.14% 135
2024
Q3 		$361K Buy
2,110
+140
+7% +$23.6K 0.13% 142
2024
Q2 		$334K Buy
+1,970
New +$295K 0.12% 139

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 Effects's PANW Position: Q1 2026 in Review

Wealth Effects increased its Palo Alto Networks (PANW) stake by 53% in Q1 2026, buying an estimated $104K and bringing the position to 1,785 shares worth $286K. The position accounts for 0.1% of the portfolio, ranked #164.

Wealth Effects first reported a position in PANW in Q2 2024 and has held it in 7 quarters since. The position peaked at $381K in Q4 2024. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Wealth Effects held 1,785 shares of Palo Alto Networks worth $286K as of Q1 2026.
  • Wealth Effects bought 620 Palo Alto Networks shares in Q1 2026, an estimated $104K.
  • Palo Alto Networks made up 0.1% of Wealth Effects's portfolio in Q1 2026, its #164 holding.
  • Wealth Effects first reported a position in Palo Alto Networks in Q2 2024 and has held it in 7 quarters since.
  • Wealth Effects's Palo Alto Networks position peaked at $381K in Q4 2024.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.