Wealth Management Associates’s Palo Alto Networks PANW Stock Holding History

Wealth Management Associates’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	$266K	Sell	1,662 -627	-27%	-$105K	0.09%	198
2025 Q4	$422K	Buy	2,289 +19	+0.8%	+$3.83K	0.15%	132
2025 Q3	$462K	Hold	2,270	–	–	0.16%	115
2025 Q2	$465K	Hold	2,270	–	–	0.18%	103
2025 Q1	$387K	Sell	2,270 -2	-0.1%	-$370	0.17%	119
2024 Q4	$413K	Sell	2,272 -276	-11%	-$52.1K	0.18%	109
2024 Q3	$435K	Buy	2,548 +110	+5%	+$18.5K	0.19%	113
2024 Q2	$413K	Hold	2,438	–	–	0.19%	101
2024 Q1	$413K	Sell	2,438 -282	-10%	-$44.5K	0.19%	101
2023 Q4	$401K	Sell	2,720 -298	-10%	-$39.8K	0.21%	101
2023 Q3	$354K	Buy	3,018 +220	+8%	+$26K	0.21%	105
2023 Q2	$357K	Sell	2,798 -134	-5%	-$13.9K	0.2%	101
2023 Q1	$293K	Buy	+2,932	New	+$248K	0.18%	128
2022 Q4	–	Sell	-3,504	Closed	-$287K	–	193
2022 Q3	$287K	Buy	3,504 +390	+13%	+$33.8K	0.2%	130
2022 Q2	$256K	Buy	3,114 +624	+25%	+$55.3K	0.17%	144
2022 Q1	$258K	Buy	+2,490	New	+$223K	0.15%	159

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

Wealth Management Associates's PANW Position: Q1 2026 in Review

Wealth Management Associates reduced its Palo Alto Networks (PANW) stake by 27% in Q1 2026, selling an estimated $105K and leaving 1,662 shares worth $266K. The position accounts for 0.09% of the portfolio, ranked #198.

Wealth Management Associates first reported a position in PANW in Q1 2022 and has held it in 16 quarters since. The position peaked at $465K in Q2 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Wealth Management Associates held 1,662 shares of Palo Alto Networks worth $266K as of Q1 2026.
Wealth Management Associates sold 627 Palo Alto Networks shares in Q1 2026, an estimated $105K.
Palo Alto Networks made up 0.09% of Wealth Management Associates's portfolio in Q1 2026, its #198 holding.
Wealth Management Associates first reported a position in Palo Alto Networks in Q1 2022 and has held it in 16 quarters since.
Wealth Management Associates's Palo Alto Networks position peaked at $465K in Q2 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.