CCG Wealth Management’s Palo Alto Networks PANW Stock Holding History

CCG Wealth Management’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	$207K	Buy	+608	New	+$139K	0.05%	142
2023 Q1	–	Sell	-3,764	Closed	-$263K	–	94
2022 Q4	$263K	Sell	3,764 -104	-3%	-$8.35K	0.15%	74
2022 Q3	$317K	Buy	3,868 +688	+22%	+$59.6K	0.19%	56
2022 Q2	$262K	Buy	3,180 +138	+5%	+$12.2K	0.15%	78
2022 Q1	$316K	Sell	3,042 -18	-0.6%	-$1.61K	0.15%	78
2021 Q4	$284K	Hold	3,060	–	–	0.15%	63
2021 Q3	$244K	Buy	+3,060	New	+$215K	0.14%	85

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 $3.37T AUM 44.26% 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

CCG Wealth Management's PANW Position: Q2 2026 in Review

CCG Wealth Management opened a new position in Palo Alto Networks (PANW) in Q2 2026: 608 shares worth $207K. The stake represents 0.05% of the portfolio and ranks #142 among its holdings. This is a return to the name: CCG Wealth Management previously reported a position in PANW as recently as Q4 2022.

CCG Wealth Management first reported a position in PANW in Q3 2021 and has held it in 7 quarters since. The position peaked at $317K in Q3 2022. 2,913 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

CCG Wealth Management held 608 shares of Palo Alto Networks worth $207K as of Q2 2026.
Palo Alto Networks was a new CCG Wealth Management position in Q2 2026.
Palo Alto Networks made up 0.05% of CCG Wealth Management's portfolio in Q2 2026, its #142 holding.
CCG Wealth Management first reported a position in Palo Alto Networks in Q3 2021 and has held it in 7 quarters since.
CCG Wealth Management's Palo Alto Networks position peaked at $317K in Q3 2022.
2,913 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.