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

Whalen 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 Q3	$1.71M	Sell	4,292 -425	-9%	-$151K	0.73%	39
2026 Q2	$1.61M	Buy	+4,717	New	+$1.08M	0.72%	40
2026 Q1	–	Sell	-5,065	Closed	-$933K	–	212
2025 Q4	$933K	Sell	5,065 -1,243	-20%	-$251K	0.5%	52
2025 Q3	$1.28M	Buy	6,308 +2,058	+48%	+$394K	0.75%	30
2025 Q2	$870K	Buy	4,250 +1,993	+88%	+$370K	0.55%	55
2025 Q1	$385K	Sell	2,257 -1,425	-39%	-$264K	0.26%	88
2024 Q4	$670K	Sell	3,682 -516	-12%	-$97.5K	0.46%	43
2024 Q3	$717K	Sell	4,198 -676	-14%	-$114K	0.51%	48
2024 Q2	$826K	Buy	+4,874	New	+$729K	0.65%	28
2024 Q1	–	Sell	-1,496	Closed	-$221K	–	148
2023 Q4	$221K	Buy	+1,496	New	+$200K	0.2%	98

Other funds holding PANW

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Whalen Wealth Management's PANW Position: Q3 2026 in Review

Whalen Wealth Management reduced its Palo Alto Networks (PANW) stake by 9% in Q3 2026, selling an estimated $151K and leaving 4,292 shares worth $1.71M. The position accounts for 0.73% of the portfolio, ranked #39.

Whalen Wealth Management first reported a position in PANW in Q4 2023 and has held it in 10 quarters since. 158 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

Whalen Wealth Management held 4,292 shares of Palo Alto Networks worth $1.71M as of Q3 2026.
Whalen Wealth Management sold 425 Palo Alto Networks shares in Q3 2026, an estimated $151K.
Palo Alto Networks made up 0.73% of Whalen Wealth Management's portfolio in Q3 2026, its #39 holding.
Whalen Wealth Management first reported a position in Palo Alto Networks in Q4 2023 and has held it in 10 quarters since.
158 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.