Cerity Partners’s Palo Alto Networks PANW Stock Holding History

Cerity 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 Q2	$102K	Hold	300	–	–	﹤0.01%	3211
2026 Q1	$48.1K	Buy	+300	New	+$50.4K	﹤0.01%	3112

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

Cerity Partners's PANW Position: Q2 2026 in Review

Cerity Partners reduced its Palo Alto Networks (PANW) stake by 2.2% in Q2 2026, selling an estimated $5.26M and leaving 1,012,015 shares worth $345M. The position accounts for 0.42% of the portfolio, ranked #40.

Cerity Partners first reported a position in PANW in Q3 2018 and has held it in 26 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Cerity Partners held 1,012,015 shares of Palo Alto Networks worth $345M as of Q2 2026.
Cerity Partners sold 22,989 Palo Alto Networks shares in Q2 2026, an estimated $5.26M.
Palo Alto Networks made up 0.42% of Cerity Partners's portfolio in Q2 2026, its #40 holding.
Cerity Partners first reported a position in Palo Alto Networks in Q3 2018 and has held it in 26 quarters since.
2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.