SEC 13F Intelligence

Mccarter Private Wealth Services LLC / PANW

Mccarter Private Wealth Services LLC’s Palo Alto Networks Inc Position

Does Mccarter Private Wealth Services LLC own Palo Alto Networks Inc (PANW)? Yes — 17.9K shares worth $3M (+1.24% of its 13F portfolio) as of Q1 2026, up from 16.8K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
17.9K
% of Portfolio
+1.24%
Quarters Held
7
currently held

Position History PANW

Reported value by quarter
Q3 ’24: $3MQ3 ’24Q4 ’24: $3MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202617.9K$3M+1.24%
Q4 202516.8K$3M+1.39%
Q3 202516.3K$3M+1.70%
Q2 202516.3K$3M+1.91%
Q1 202516.2K$3M+1.82%
Q4 202415.6K$3M+1.80%
Q3 20247.6K$3M+1.65%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mccarter Private Wealth Services LLC’s full portfolio or all institutional holders of PANW.