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Asset Planning Inc’s Palo Alto Networks PANW Stock Holding History

Asset Planning Inc’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
Q2 		$399K Hold
1,171
– – 0.26% 57
2026
Q1 		$188K Buy
1,171
+1,071
+1,071% +$180K 0.13% 89
2025
Q4 		$18.4K Sell
100
-200
-67% -$40.3K 0.01% 208
2025
Q3 		$61.1K Buy
300
+100
+50% +$19.1K 0.04% 133
2025
Q2 		$40.9K Hold
200
– – 0.03% 159
2025
Q1 		$34.1K Hold
200
– – 0.03% 172
2024
Q4 		$36.4K Buy
+200
New +$37.8K 0.03% 169

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Asset Planning Inc's PANW Position: Q2 2026 in Review

Asset Planning Inc held its Palo Alto Networks (PANW) position steady in Q2 2026 at 1,171 shares worth $399K. The position accounts for 0.26% of the portfolio, ranked #57.

Asset Planning Inc first reported a position in PANW in Q4 2024 and has held it in 7 quarters since. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Asset Planning Inc held 1,171 shares of Palo Alto Networks worth $399K as of Q2 2026.
  • Asset Planning Inc left its Palo Alto Networks share count unchanged in Q2 2026.
  • Palo Alto Networks made up 0.26% of Asset Planning Inc's portfolio in Q2 2026, its #57 holding.
  • Asset Planning Inc first reported a position in Palo Alto Networks in Q4 2024 and has held it in 7 quarters since.
  • 2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.