Center for Financial Planning’s Palo Alto Networks PANW Stock Holding History

Center for Financial Planning’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	$100K	Hold	294	–	–	0.01%	240
2026 Q1	$47.1K	Hold	294	–	–	﹤0.01%	311
2025 Q4	$54.2K	Hold	294	–	–	0.01%	284
2025 Q3	$59.9K	Hold	294	–	–	0.01%	281
2025 Q2	$60.2K	Hold	294	–	–	0.01%	276
2025 Q1	$50.2K	Sell	294 -7	-2%	-$1.29K	0.01%	275
2024 Q4	$54.8K	Buy	301 +7	+2%	+$1.32K	0.01%	254
2024 Q3	$50.2K	Hold	294	–	–	0.01%	251
2024 Q2	$49.8K	Hold	294	–	–	0.01%	232
2024 Q1	$41.8K	Hold	294	–	–	0.01%	262
2023 Q4	$43.3K	Hold	294	–	–	0.01%	236
2023 Q3	$34.5K	Hold	294	–	–	0.01%	250
2023 Q2	$37.6K	Hold	294	–	–	0.01%	263
2023 Q1	$29.4K	Hold	294	–	–	0.01%	268
2022 Q4	$20.5K	Hold	294	–	–	0.01%	289
2022 Q3	$24K	Hold	294	–	–	0.01%	282
2022 Q2	$24K	Buy	+294	New	+$26.1K	0.01%	285
2020 Q2	–	Sell	-48	Closed	-$1K	–	533
2020 Q1	$1K	Buy	+48	New	+$1.68K	﹤0.01%	541

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

Center for Financial Planning's PANW Position: Q2 2026 in Review

Center for Financial Planning held its Palo Alto Networks (PANW) position steady in Q2 2026 at 294 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #240.

Center for Financial Planning first reported a position in PANW in Q1 2020 and has held it in 18 quarters since. 2,890 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Center for Financial Planning held 294 shares of Palo Alto Networks worth $100K as of Q2 2026.
Center for Financial Planning left its Palo Alto Networks share count unchanged in Q2 2026.
Palo Alto Networks made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #240 holding.
Center for Financial Planning first reported a position in Palo Alto Networks in Q1 2020 and has held it in 18 quarters since.
2,890 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.