Western Pacific Wealth Management’s Palo Alto Networks PANW Stock Holding History

Western Pacific Wealth Management’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	$356K	Hold	2,220	–	–	0.36%	39
2025 Q4	$409K	Hold	2,220	–	–	0.4%	36
2025 Q3	$452K	Hold	2,220	–	–	0.44%	31
2025 Q2	$454K	Sell	2,220 -630	-22%	-$117K	0.44%	30
2025 Q1	$486K	Sell	2,850 -412	-13%	-$76.2K	0.44%	24
2024 Q4	$594K	Sell	3,262 -266	-8%	-$50.3K	0.48%	25
2024 Q3	$603K	Sell	3,528 -76	-2%	-$12.8K	0.4%	19
2024 Q2	$611K	Buy	3,604 +390	+12%	+$58.3K	0.46%	17
2024 Q1	$457K	Buy	3,214 +1,198	+59%	+$189K	0.33%	23
2023 Q4	$297K	Buy	2,016 +46	+2%	+$6.15K	0.22%	30
2023 Q3	$231K	Sell	1,970 -116	-6%	-$13.7K	0.19%	36
2023 Q2	$266K	Buy	2,086 +150	+8%	+$15.6K	0.2%	29
2023 Q1	$193K	Buy	1,936 +156	+9%	+$13.2K	0.15%	40
2022 Q4	$124K	Buy	1,780 +94	+6%	+$7.55K	0.1%	61
2022 Q3	$138K	Buy	1,686 +600	+55%	+$52K	0.14%	37
2022 Q2	$89K	Hold	1,086	–	–	0.09%	49
2022 Q1	$112K	Hold	1,086	–	–	0.08%	54
2021 Q4	$100K	Buy	+1,086	New	+$93.9K	0.06%	67

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

Western Pacific Wealth Management's PANW Position: Q1 2026 in Review

Western Pacific Wealth Management held its Palo Alto Networks (PANW) position steady in Q1 2026 at 2,220 shares worth $356K. The position accounts for 0.36% of the portfolio, ranked #39.

Western Pacific Wealth Management first reported a position in PANW in Q4 2021 and has held it in 18 quarters since. The position peaked at $611K in Q2 2024. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Western Pacific Wealth Management held 2,220 shares of Palo Alto Networks worth $356K as of Q1 2026.
Western Pacific Wealth Management left its Palo Alto Networks share count unchanged in Q1 2026.
Palo Alto Networks made up 0.36% of Western Pacific Wealth Management's portfolio in Q1 2026, its #39 holding.
Western Pacific Wealth Management first reported a position in Palo Alto Networks in Q4 2021 and has held it in 18 quarters since.
Western Pacific Wealth Management's Palo Alto Networks position peaked at $611K in Q2 2024.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.