Carlson Financial’s Palo Alto Networks PANW Stock Holding History

Carlson Financial’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	$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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Carlson Financial's PANW Position: Q2 2026 in Review

Carlson Financial 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 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 held 2,235 shares of Palo Alto Networks worth $762K as of Q2 2026.
Carlson Financial left its Palo Alto Networks share count unchanged in Q2 2026.
Palo Alto Networks made up 0.39% of Carlson Financial's portfolio in Q2 2026, its #61 holding.
Carlson Financial 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's 13F filing for Q2 2026, filed 24 Aug 2026.