Cherry Tree Wealth Management’s Palo Alto Networks PANW Stock Holding History

Cherry Tree 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	$2.05K	Hold	6	–	–	﹤0.01%	529
2026 Q1	$962	Hold	6	–	–	﹤0.01%	539
2025 Q4	$1.11K	Hold	6	–	–	﹤0.01%	536
2025 Q3	$1.22K	Hold	6	–	–	﹤0.01%	534
2025 Q2	$1.23K	Sell	6 -22	-79%	-$4.08K	﹤0.01%	546
2025 Q1	$4.78K	Hold	28	–	–	﹤0.01%	538
2024 Q4	$5.09K	Hold	28	–	–	﹤0.01%	473
2024 Q3	$4.79K	Hold	28	–	–	﹤0.01%	485
2024 Q2	$4.75K	Hold	28	–	–	﹤0.01%	463
2024 Q1	$3.98K	Hold	28	–	–	﹤0.01%	458
2023 Q4	$4.13K	Hold	28	–	–	﹤0.01%	447
2023 Q3	$3.28K	Hold	28	–	–	﹤0.01%	447
2023 Q2	$3.58K	Buy	+28	New	+$2.91K	﹤0.01%	443

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

Cherry Tree Wealth Management's PANW Position: Q2 2026 in Review

Cherry Tree Wealth Management held its Palo Alto Networks (PANW) position steady in Q2 2026 at 6 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Cherry Tree Wealth Management first reported a position in PANW in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.09K in Q4 2024. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Cherry Tree Wealth Management held 6 shares of Palo Alto Networks worth $2.05K as of Q2 2026.
Cherry Tree Wealth Management left its Palo Alto Networks share count unchanged in Q2 2026.
Palo Alto Networks made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #529 holding.
Cherry Tree Wealth Management first reported a position in Palo Alto Networks in Q2 2023 and has held it in 13 quarters since.
Cherry Tree Wealth Management's Palo Alto Networks position peaked at $5.09K in Q4 2024.
2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.