Williams Jones Wealth Management’s Palo Alto Networks PANW Stock Holding History

Williams Jones 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	$494K	Buy	3,082 +845	+38%	+$142K	0.01%	355
2025 Q4	$412K	Buy	2,237 +80	+4%	+$16.1K	﹤0.01%	375
2025 Q3	$439K	Sell	2,157 -5	-0.2%	-$957	0.01%	366
2025 Q2	$442K	Sell	2,162 -20	-0.9%	-$3.71K	0.01%	368
2025 Q1	$372K	Hold	2,182	–	–	﹤0.01%	373
2024 Q4	$397K	Buy	2,182 +212	+11%	+$40K	﹤0.01%	380
2024 Q3	$337K	Hold	1,970	–	–	﹤0.01%	413
2024 Q2	$334K	Buy	+1,970	New	+$295K	﹤0.01%	397
2023 Q3	–	Sell	-1,810	Closed	-$231K	–	567
2023 Q2	$231K	Buy	+1,810	New	+$188K	﹤0.01%	463

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

Williams Jones Wealth Management's PANW Position: Q1 2026 in Review

Williams Jones Wealth Management increased its Palo Alto Networks (PANW) stake by 38% in Q1 2026, buying an estimated $142K and bringing the position to 3,082 shares worth $494K. The position accounts for 0.01% of the portfolio, ranked #355.

Williams Jones Wealth Management first reported a position in PANW in Q2 2023 and has held it in 9 quarters since. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Williams Jones Wealth Management held 3,082 shares of Palo Alto Networks worth $494K as of Q1 2026.
Williams Jones Wealth Management bought 845 Palo Alto Networks shares in Q1 2026, an estimated $142K.
Palo Alto Networks made up 0.01% of Williams Jones Wealth Management's portfolio in Q1 2026, its #355 holding.
Williams Jones Wealth Management first reported a position in Palo Alto Networks in Q2 2023 and has held it in 9 quarters since.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.