CFC Planning Company’s Palo Alto Networks PANW Stock Holding History

CFC Planning Company’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
2025 Q1	–	Sell	-2,594	Closed	-$472K	–	85
2024 Q4	$472K	Buy	+2,594	New	+$490K	0.51%	43

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CFC Planning Company's PANW Position: Q1 2025 in Review

CFC Planning Company sold out of Palo Alto Networks (PANW) in Q1 2025, closing a stake of 2,594 shares — an estimated $472K sold.

CFC Planning Company first reported a position in PANW in Q4 2024 and held it in 1 quarter. The position peaked at $472K in Q4 2024. 2,256 funds tracked by Wall St. Rank hold PANW as of Q1 2025.

CFC Planning Company reported no remaining Palo Alto Networks position as of Q1 2025 after selling out during the quarter.
CFC Planning Company sold 2,594 Palo Alto Networks shares in Q1 2025, an estimated $472K.
CFC Planning Company first reported a position in Palo Alto Networks in Q4 2024 and held it in 1 quarter.
CFC Planning Company's Palo Alto Networks position peaked at $472K in Q4 2024.
2,256 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2025.

Based on CFC Planning Company's 13F filing for Q1 2025, filed 30 Apr 2025.