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

Wealth Preservation 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 		$96.2K Sell
600
-120
-17% -$20.2K 0.08% 104
2025
Q4 		$133K Buy
720
+100
+16% +$20.2K 0.07% 116
2025
Q3 		$126K Hold
620
– – 0.07% 112
2025
Q2 		$127K Hold
620
– – 0.08% 119
2025
Q1 		$106K Buy
+620
New +$115K 0.08% 116

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 Preservation Advisors's PANW Position: Q1 2026 in Review

Wealth Preservation Advisors reduced its Palo Alto Networks (PANW) stake by 17% in Q1 2026, selling an estimated $20.2K and leaving 600 shares worth $96.2K. The position accounts for 0.08% of the portfolio, ranked #104.

Wealth Preservation Advisors first reported a position in PANW in Q1 2025 and has held it in 5 quarters since. The position peaked at $133K in Q4 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Wealth Preservation Advisors held 600 shares of Palo Alto Networks worth $96.2K as of Q1 2026.
  • Wealth Preservation Advisors sold 120 Palo Alto Networks shares in Q1 2026, an estimated $20.2K.
  • Palo Alto Networks made up 0.08% of Wealth Preservation Advisors's portfolio in Q1 2026, its #104 holding.
  • Wealth Preservation Advisors first reported a position in Palo Alto Networks in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Palo Alto Networks position peaked at $133K in Q4 2025.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

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