Cascade Financial Partners’s Palo Alto Networks PANW Stock Holding History

Cascade Financial Partners’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	$341K	Sell	2,126 -220	-9%	-$37K	0.04%	196
2025 Q4	$432K	Buy	2,346 +1,200	+105%	+$242K	0.04%	176
2025 Q3	$233K	Buy	1,146 +10	+0.9%	+$1.91K	0.03%	236
2025 Q2	$232K	Sell	1,136 -1,322	-54%	-$245K	0.03%	233
2025 Q1	$419K	Hold	2,458	–	–	0.05%	168
2024 Q4	$447K	Sell	2,458 -48	-2%	-$9.07K	0.06%	149
2024 Q3	$471K	Buy	2,506 +22	+0.9%	+$3.7K	0.06%	147
2024 Q2	$421K	Sell	2,484 -8	-0.3%	-$1.2K	0.06%	153
2024 Q1	$348K	Buy	+2,492	New	+$393K	0.05%	166

Other funds holding PANW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cascade Financial Partners's PANW Position: Q1 2026 in Review

Cascade Financial Partners reduced its Palo Alto Networks (PANW) stake by 9.4% in Q1 2026, selling an estimated $37K and leaving 2,126 shares worth $341K. The position accounts for 0.04% of the portfolio, ranked #196.

Cascade Financial Partners first reported a position in PANW in Q1 2024 and has held it in 9 quarters since. The position peaked at $471K in Q3 2024. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Cascade Financial Partners held 2,126 shares of Palo Alto Networks worth $341K as of Q1 2026.
Cascade Financial Partners sold 220 Palo Alto Networks shares in Q1 2026, an estimated $37K.
Palo Alto Networks made up 0.04% of Cascade Financial Partners's portfolio in Q1 2026, its #196 holding.
Cascade Financial Partners first reported a position in Palo Alto Networks in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's Palo Alto Networks position peaked at $471K in Q3 2024.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

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