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 Q2	$8.66K	Hold	54	–	–	﹤0.01%	171
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CBIZ Investment Advisory Services's PANW Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Palo Alto Networks (PANW) position steady in Q2 2026 at 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 7 quarters since. The position peaked at $35.9K in Q4 2025. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

CBIZ Investment Advisory Services held 54 shares of Palo Alto Networks worth $8.66K as of Q2 2026.
CBIZ Investment Advisory Services left its Palo Alto Networks share count unchanged in Q2 2026.
Palo Alto Networks made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #171 holding.
CBIZ Investment Advisory Services first reported a position in Palo Alto Networks in Q4 2024 and has held it in 7 quarters since.
CBIZ Investment Advisory Services's Palo Alto Networks position peaked at $35.9K in Q4 2025.
2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.