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 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

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

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

Whalen Wealth Management sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 5,065 shares — an estimated $933K sold.

Whalen Wealth Management first reported a position in PANW in Q4 2023 and held it in 8 quarters. The position peaked at $1.28M in Q3 2025. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Whalen Wealth Management reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
Whalen Wealth Management sold 5,065 Palo Alto Networks shares in Q1 2026, an estimated $933K.
Whalen Wealth Management first reported a position in Palo Alto Networks in Q4 2023 and held it in 8 quarters.
Whalen Wealth Management's Palo Alto Networks position peaked at $1.28M in Q3 2025.
2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

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