Carroll Advisory Group
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Carroll Advisory Group’s Palo Alto Networks PANW Stock Holding History

Carroll Advisory 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
Q3 		$887K Buy
+2,232
New +$794K 0.28% 42

Other funds holding PANW

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Carroll Advisory Group's PANW Position: Q3 2026 in Review

Carroll Advisory Group opened a new position in Palo Alto Networks (PANW) in Q3 2026: 2,232 shares worth $887K. The stake represents 0.28% of the portfolio and ranks #42 among its holdings.

2,446 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • Carroll Advisory Group held 2,232 shares of Palo Alto Networks worth $887K as of Q3 2026.
  • Palo Alto Networks was a new Carroll Advisory Group position in Q3 2026.
  • Palo Alto Networks made up 0.28% of Carroll Advisory Group's portfolio in Q3 2026, its #42 holding.
  • 2,446 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Carroll Advisory Group's 13F filing for Q3 2026, filed 16 Oct 2026.