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

Western 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	$3.28M	Buy	20,454 +5,074	+33%	+$852K	0.12%	178
2025 Q4	$2.83M	Buy	15,380 +854	+6%	+$172K	0.13%	164
2025 Q3	$2.96M	Buy	14,526 +1,528	+12%	+$292K	0.16%	126
2025 Q2	$2.66M	Buy	12,998 +14	+0.1%	+$2.6K	0.16%	134
2025 Q1	$2.22M	Buy	12,984 +540	+4%	+$99.9K	0.15%	138
2024 Q4	$2.26M	Sell	12,444 -1,064	-8%	-$201K	0.15%	136
2024 Q3	$2.31M	Buy	13,508 +4,104	+44%	+$691K	0.13%	163
2024 Q2	$1.59M	Sell	9,404 -1,086	-10%	-$162K	0.12%	155
2024 Q1	$1.49M	Buy	10,490 +4,326	+70%	+$682K	0.12%	164
2023 Q4	$909K	Buy	6,164 +1,090	+21%	+$146K	0.07%	297
2023 Q3	$595K	Buy	5,074 +288	+6%	+$34.1K	0.05%	347
2023 Q2	$611K	Buy	4,786 +814	+20%	+$84.7K	0.05%	335
2023 Q1	$397K	Buy	3,972 +1,026	+35%	+$86.9K	0.04%	433
2022 Q4	$206K	Sell	2,946 -1,934	-40%	-$155K	0.02%	570
2022 Q3	$395K	Buy	4,880 +1,982	+68%	+$172K	0.02%	563
2022 Q2	$234K	Sell	2,898 -30	-1%	-$2.66K	0.01%	687
2022 Q1	$304K	Buy	+2,928	New	+$262K	0.01%	670
2020 Q4	–	Sell	-5,490	Closed	-$224K	–	489
2020 Q3	$224K	Buy	5,490 +150	+3%	+$6.24K	0.04%	390
2020 Q2	$205K	Buy	+5,340	New	+$188K	0.04%	391

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 Wealth Management's PANW Position: Q1 2026 in Review

Western Wealth Management increased its Palo Alto Networks (PANW) stake by 33% in Q1 2026, buying an estimated $852K and bringing the position to 20,454 shares worth $3.28M. The position accounts for 0.12% of the portfolio, ranked #178.

Western Wealth Management first reported a position in PANW in Q2 2020 and has held it in 19 quarters since. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Western Wealth Management held 20,454 shares of Palo Alto Networks worth $3.28M as of Q1 2026.
Western Wealth Management bought 5,074 Palo Alto Networks shares in Q1 2026, an estimated $852K.
Palo Alto Networks made up 0.12% of Western Wealth Management's portfolio in Q1 2026, its #178 holding.
Western Wealth Management first reported a position in Palo Alto Networks in Q2 2020 and has held it in 19 quarters since.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.