Cherry Creek Investment Advisors’s Palo Alto Networks PANW Stock Holding History

Cherry Creek Investment Advisors’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 Q3	$344K	Sell	865 -212	-20%	-$75.4K	0.13%	92
2026 Q2	$367K	Buy	+1,077	New	+$247K	0.14%	87
2026 Q1	–	Sell	-1,237	Closed	-$228K	–	130
2025 Q4	$228K	Sell	1,237 -252	-17%	-$50.8K	0.1%	104
2025 Q3	$303K	Hold	1,489	–	–	0.13%	91
2025 Q2	$305K	Sell	1,489 -3	-0.2%	-$557	0.14%	88
2025 Q1	$255K	Buy	1,492 +80	+6%	+$14.8K	0.13%	92
2024 Q4	$257K	Buy	1,412 +6	+0.4%	+$1.13K	0.13%	92
2024 Q3	$240K	Hold	1,406	–	–	0.12%	93
2024 Q2	$238K	Sell	1,406 -568	-29%	-$85K	0.12%	92
2024 Q1	$280K	Hold	1,974	–	–	0.15%	85
2023 Q4	$291K	Buy	1,974 +32	+2%	+$4.28K	0.18%	75
2023 Q3	$228K	Buy	+1,942	New	+$230K	0.15%	77

Other funds holding PANW

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

MJRIC

Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

Cherry Creek Investment Advisors's PANW Position: Q3 2026 in Review

Cherry Creek Investment Advisors reduced its Palo Alto Networks (PANW) stake by 20% in Q3 2026, selling an estimated $75.4K and leaving 865 shares worth $344K. The position accounts for 0.13% of the portfolio, ranked #92.

Cherry Creek Investment Advisors first reported a position in PANW in Q3 2023 and has held it in 12 quarters since. The position peaked at $367K in Q2 2026. 511 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

Cherry Creek Investment Advisors held 865 shares of Palo Alto Networks worth $344K as of Q3 2026.
Cherry Creek Investment Advisors sold 212 Palo Alto Networks shares in Q3 2026, an estimated $75.4K.
Palo Alto Networks made up 0.13% of Cherry Creek Investment Advisors's portfolio in Q3 2026, its #92 holding.
Cherry Creek Investment Advisors first reported a position in Palo Alto Networks in Q3 2023 and has held it in 12 quarters since.
Cherry Creek Investment Advisors's Palo Alto Networks position peaked at $367K in Q2 2026.
511 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.