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Worth Financial Advisory Group’s Palo Alto Networks PANW Stock Holding History

Worth Financial Advisory Group’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
-8,540
Closed -$1.57M – 142
2025
Q4 		$1.57M Buy
8,540
+2,787
+48% +$562K 0.76% 29
2025
Q3 		$1.17M Buy
5,753
+760
+15% +$145K 0.66% 35
2025
Q2 		$1.02M Buy
4,993
+302
+6% +$56.1K 0.63% 36
2025
Q1 		$800K Buy
4,691
+1,519
+48% +$281K 0.51% 47
2024
Q4 		$577K Sell
3,172
-126
-4% -$23.8K 0.36% 70
2024
Q3 		$564K Sell
3,298
-118
-3% -$19.9K 0.33% 71
2024
Q2 		$579K Buy
+3,416
New +$511K 0.38% 68

Other funds holding PANW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Worth Financial Advisory Group's PANW Position: Q1 2026 in Review

Worth Financial Advisory Group sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 8,540 shares — an estimated $1.57M sold.

Worth Financial Advisory Group first reported a position in PANW in Q2 2024 and held it in 7 quarters. The position peaked at $1.57M in Q4 2025. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Worth Financial Advisory Group reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
  • Worth Financial Advisory Group sold 8,540 Palo Alto Networks shares in Q1 2026, an estimated $1.57M.
  • Worth Financial Advisory Group first reported a position in Palo Alto Networks in Q2 2024 and held it in 7 quarters.
  • Worth Financial Advisory Group's Palo Alto Networks position peaked at $1.57M in Q4 2025.
  • 2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Worth Financial Advisory Group's 13F filing for Q1 2026, filed 4 May 2026.