Westshore Wealth’s Palo Alto Networks PANW Stock Holding History

Westshore Wealth’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	$348K	Sell	2,170 -284	-12%	-$47.7K	0.12%	69
2025 Q4	$452K	Sell	2,454 -268	-10%	-$54.1K	0.15%	53
2025 Q3	$554K	Sell	2,722 -98	-3%	-$18.8K	0.19%	46
2025 Q2	$577K	Hold	2,820	–	–	0.22%	40
2025 Q1	$481K	Sell	2,820 -300	-10%	-$55.5K	0.2%	41
2024 Q4	$568K	Hold	3,120	–	–	0.23%	32
2024 Q3	$533K	Hold	3,120	–	–	0.22%	34
2024 Q2	$529K	Hold	3,120	–	–	0.22%	31
2024 Q1	$443K	Buy	3,120 +42	+1%	+$6.63K	0.18%	43
2023 Q4	$454K	Buy	3,078 +18	+0.6%	+$2.41K	0.21%	36
2023 Q3	$359K	Hold	3,060	–	–	0.2%	41
2023 Q2	$391K	Sell	3,060 -300	-9%	-$31.2K	0.2%	45
2023 Q1	$336K	Hold	3,360	–	–	0.18%	61
2022 Q4	$234K	Hold	3,360	–	–	0.13%	90
2022 Q3	$275K	Hold	3,360	–	–	0.19%	60
2022 Q2	$277K	Hold	3,360	–	–	0.18%	63
2022 Q1	$349K	Hold	3,360	–	–	0.23%	55
2021 Q4	$312K	Hold	3,360	–	–	0.21%	63
2021 Q3	$268K	Sell	3,360 -228	-6%	-$16K	0.22%	64
2021 Q2	$222K	Sell	3,588 -222	-6%	-$13.2K	0.11%	133
2021 Q1	$205K	Buy	+3,810	New	+$226K	0.12%	139

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

Westshore Wealth's PANW Position: Q1 2026 in Review

Westshore Wealth reduced its Palo Alto Networks (PANW) stake by 12% in Q1 2026, selling an estimated $47.7K and leaving 2,170 shares worth $348K. The position accounts for 0.12% of the portfolio, ranked #69.

Westshore Wealth first reported a position in PANW in Q1 2021 and has held it in 21 quarters since. The position peaked at $577K in Q2 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Westshore Wealth held 2,170 shares of Palo Alto Networks worth $348K as of Q1 2026.
Westshore Wealth sold 284 Palo Alto Networks shares in Q1 2026, an estimated $47.7K.
Palo Alto Networks made up 0.12% of Westshore Wealth's portfolio in Q1 2026, its #69 holding.
Westshore Wealth first reported a position in Palo Alto Networks in Q1 2021 and has held it in 21 quarters since.
Westshore Wealth's Palo Alto Networks position peaked at $577K in Q2 2025.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.