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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.29M Buy
+14,300
New +$2.4M 0.9% 19
2025
Q4
Sell
-15,056
Closed -$3.07M 120
2025
Q3
$3.07M Sell
15,056
-11,290
-43% -$2.16M 1.12% 15
2025
Q2
$5.39M Sell
26,346
-1,100
-4% -$204K 1.81% 13
2025
Q1
$4.68M Buy
27,446
+100
+0.4% +$18.5K 2.02% 9
2024
Q4
$4.98M Sell
27,346
-10
-0% -$1.89K 1.8% 12
2024
Q3
$4.68M Sell
27,356
-2,150
-7% -$362K 1.83% 11
2024
Q2
$5M Sell
29,506
-450
-2% -$67.3K 1.86% 11
2024
Q1
$4.26M Buy
29,956
+100
+0.3% +$15.8K 2.08% 12
2023
Q4
$4.4M Sell
29,856
-480
-2% -$64.2K 3.39% 7
2023
Q3
$3.56M Buy
30,336
+200
+0.7% +$23.7K 2.35% 9
2023
Q2
$3.85M Buy
30,136
+820
+3% +$85.3K 2.71% 9
2023
Q1
$2.93M Buy
29,316
+232
+0.8% +$19.7K 2.61% 8
2022
Q4
$2.03M Buy
29,084
+3,530
+14% +$283K 2.44% 8
2022
Q3
$2.09M Buy
25,554
+3,780
+17% +$327K 1.88% 10
2022
Q2
$1.79M Sell
21,774
-11,406
-34% -$1.01M 2.07% 8
2022
Q1
$3.44K Sell
33,180
-15,990
-33% -$1.43M 1.34% 13
2021
Q4
$4.56M Buy
+49,170
New +$4.25M 1.95% 13

Other funds holding PANW

Westwood Wealth Management's PANW Position: Q1 2026 in Review

Westwood Wealth Management opened a new position in Palo Alto Networks (PANW) in Q1 2026: 14,300 shares worth $2.29M. The stake represents 0.9% of the portfolio and ranks #19 among its holdings. This is a return to the name: Westwood Wealth Management previously reported a position in PANW as recently as Q3 2025.

Westwood Wealth Management first reported a position in PANW in Q4 2021 and has held it in 17 quarters since. The position peaked at $5.39M in Q2 2025. 2,462 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Westwood Wealth Management held 14,300 shares of Palo Alto Networks worth $2.29M as of Q1 2026.
  • Palo Alto Networks was a new Westwood Wealth Management position in Q1 2026.
  • Palo Alto Networks made up 0.9% of Westwood Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Westwood Wealth Management first reported a position in Palo Alto Networks in Q4 2021 and has held it in 17 quarters since.
  • Westwood Wealth Management's Palo Alto Networks position peaked at $5.39M in Q2 2025.
  • 2,462 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.