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CBIZ Investment Advisory Services’s Palo Alto Networks PANW Stock Holding History

CBIZ Investment Advisory Services’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 		$8.66K Sell
54
-141
-72% -$23.7K ﹤0.01% 171
2025
Q4 		$35.9K Buy
195
+19
+11% +$3.83K ﹤0.01% 183
2025
Q3 		$35.8K Buy
176
+50
+40% +$9.57K ﹤0.01% 166
2025
Q2 		$25.8K Buy
126
+39
+45% +$7.24K ﹤0.01% 223
2025
Q1 		$14.8K Buy
87
+71
+444% +$13.1K ﹤0.01% 271
2024
Q4 		$2.91K Buy
+16
New +$3.02K ﹤0.01% 354

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

CBIZ Investment Advisory Services's PANW Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Palo Alto Networks (PANW) stake by 72% in Q1 2026, selling an estimated $23.7K and leaving 54 shares worth $8.66K. The position accounts for ﹤0.01% of the portfolio, ranked #171.

CBIZ Investment Advisory Services first reported a position in PANW in Q4 2024 and has held it in 6 quarters since. The position peaked at $35.9K in Q4 2025. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • CBIZ Investment Advisory Services held 54 shares of Palo Alto Networks worth $8.66K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 141 Palo Alto Networks shares in Q1 2026, an estimated $23.7K.
  • Palo Alto Networks made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #171 holding.
  • CBIZ Investment Advisory Services first reported a position in Palo Alto Networks in Q4 2024 and has held it in 6 quarters since.
  • CBIZ Investment Advisory Services's Palo Alto Networks position peaked at $35.9K in Q4 2025.
  • 2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.