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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carr Financial Group's PANW Position: Q1 2026 in Review

Carr Financial Group reduced its Palo Alto Networks (PANW) stake by 0.84% in Q1 2026, selling an estimated $2.52K and leaving 1,769 shares worth $284K. The position accounts for 0.07% of the portfolio, ranked #140.

Carr Financial Group first reported a position in PANW in Q2 2024 and has held it in 8 quarters since. The position peaked at $490K in Q2 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Carr Financial Group held 1,769 shares of Palo Alto Networks worth $284K as of Q1 2026.
  • Carr Financial Group sold 15 Palo Alto Networks shares in Q1 2026, an estimated $2.52K.
  • Palo Alto Networks made up 0.07% of Carr Financial Group's portfolio in Q1 2026, its #140 holding.
  • Carr Financial Group first reported a position in Palo Alto Networks in Q2 2024 and has held it in 8 quarters since.
  • Carr Financial Group's Palo Alto Networks position peaked at $490K in Q2 2025.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Carr Financial Group's 13F filing for Q1 2026, filed 12 May 2026.