Superior Planning, LLC’s Palo Alto Networks PANW Stock Holding History

Superior Planning, LLC’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 Q3	$779K	Buy	+1,960	New	+$697K	0.32%	70

Other funds holding PANW

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Superior Planning, LLC's PANW Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Palo Alto Networks (PANW) in Q3 2026: 1,960 shares worth $779K. The stake represents 0.32% of the portfolio and ranks #70 among its holdings.

2,338 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

Superior Planning, LLC held 1,960 shares of Palo Alto Networks worth $779K as of Q3 2026.
Palo Alto Networks was a new Superior Planning, LLC position in Q3 2026.
Palo Alto Networks made up 0.32% of Superior Planning, LLC's portfolio in Q3 2026, its #70 holding.
2,338 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.