WealthShield Partners’s Palo Alto Networks PANW Stock Holding History

WealthShield Partners’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	$2.92M	Buy	18,187 +1,559	+9%	+$262K	0.32%	83
2025 Q4	$3.06M	Buy	16,628 +1,908	+13%	+$385K	0.34%	81
2025 Q3	$3M	Buy	14,720 +628	+4%	+$120K	0.34%	85
2025 Q2	$2.88M	Sell	14,092 -11,234	-44%	-$2.09M	0.35%	81
2025 Q1	$4.32M	Buy	25,326 +2,565	+11%	+$474K	0.55%	49
2024 Q4	$4.14M	Sell	22,761 -617	-3%	-$117K	0.59%	44
2024 Q3	$4M	Buy	23,378 +1,610	+7%	+$271K	0.54%	47
2024 Q2	$3.69M	Buy	21,768 +54	+0.2%	+$8.08K	0.56%	45
2024 Q1	$3.08M	Buy	21,714 +1,142	+6%	+$180K	0.5%	53
2023 Q4	$3.03M	Buy	+20,572	New	+$2.75M	0.5%	53
2021 Q3	–	Sell	-438	Closed	-$27K	–	575
2021 Q2	$27K	Hold	438	–	–	﹤0.01%	607
2021 Q1	$24K	Buy	+438	New	+$26K	﹤0.01%	628

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

WealthShield Partners's PANW Position: Q1 2026 in Review

WealthShield Partners increased its Palo Alto Networks (PANW) stake by 9.4% in Q1 2026, buying an estimated $262K and bringing the position to 18,187 shares worth $2.92M. The position accounts for 0.32% of the portfolio, ranked #83.

WealthShield Partners first reported a position in PANW in Q1 2021 and has held it in 12 quarters since. The position peaked at $4.32M in Q1 2025. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

WealthShield Partners held 18,187 shares of Palo Alto Networks worth $2.92M as of Q1 2026.
WealthShield Partners bought 1,559 Palo Alto Networks shares in Q1 2026, an estimated $262K.
Palo Alto Networks made up 0.32% of WealthShield Partners's portfolio in Q1 2026, its #83 holding.
WealthShield Partners first reported a position in Palo Alto Networks in Q1 2021 and has held it in 12 quarters since.
WealthShield Partners's Palo Alto Networks position peaked at $4.32M in Q1 2025.
2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.