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Carr Financial Group’s Palo Alto Networks PANW Stock Holding History

Carr Financial Group’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 		$606K Buy
1,777
+8
+0.5% +$1.83K 0.14% 100
2026
Q1 		$284K Sell
1,769
-15
-0.8% -$2.52K 0.07% 140
2025
Q4 		$329K Sell
1,784
-137
-7% -$27.6K 0.09% 136
2025
Q3 		$391K Sell
1,921
-473
-20% -$90.5K 0.11% 121
2025
Q2 		$490K Buy
2,394
+776
+48% +$144K 0.14% 99
2025
Q1 		$276K Buy
1,618
+26
+2% +$4.81K 0.09% 145
2024
Q4 		$290K Buy
1,592
+162
+11% +$30.6K 0.09% 153
2024
Q3 		$244K Buy
1,430
+60
+4% +$10.1K 0.07% 174
2024
Q2 		$232K Buy
+1,370
New +$205K 0.07% 174

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

Carr Financial Group's PANW Position: Q2 2026 in Review

Carr Financial Group increased its Palo Alto Networks (PANW) stake by 0.45% in Q2 2026, buying an estimated $1.83K and bringing the position to 1,777 shares worth $606K. The position accounts for 0.14% of the portfolio, ranked #100.

Carr Financial Group first reported a position in PANW in Q2 2024 and has held it in 9 quarters since. 2,917 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Carr Financial Group held 1,777 shares of Palo Alto Networks worth $606K as of Q2 2026.
  • Carr Financial Group bought 8 Palo Alto Networks shares in Q2 2026, an estimated $1.83K.
  • Palo Alto Networks made up 0.14% of Carr Financial Group's portfolio in Q2 2026, its #100 holding.
  • Carr Financial Group first reported a position in Palo Alto Networks in Q2 2024 and has held it in 9 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.