CARLSON FINANCIAL, INC.’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$762K Hold
2,235
0.39% 61
2026
Q1
$358K Buy
2,235
+240
+12% +$40.3K 0.21% 115
2025
Q4
$367K Buy
+1,995
New +$402K 0.21% 110

Other funds holding PANW

CARLSON FINANCIAL, INC.'s PANW Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. held its Palo Alto Networks (PANW) position steady in Q2 2026 at 2,235 shares worth $762K. The position accounts for 0.39% of the portfolio, ranked #61.

CARLSON FINANCIAL, INC. first reported a position in PANW in Q4 2025 and has held it in 3 quarters since. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • CARLSON FINANCIAL, INC. held 2,235 shares of Palo Alto Networks worth $762K as of Q2 2026.
  • CARLSON FINANCIAL, INC. left its Palo Alto Networks share count unchanged in Q2 2026.
  • Palo Alto Networks made up 0.39% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #61 holding.
  • CARLSON FINANCIAL, INC. first reported a position in Palo Alto Networks in Q4 2025 and has held it in 3 quarters since.
  • 2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.