COMPASS FINANCIAL MANAGEMENT LLC’s Palo Alto Networks PANW Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$3.27M	Buy	+8,995	New	+$2.06M	0.39%	64

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's PANW Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Palo Alto Networks (PANW) in Q2 2026: 8,995 shares worth $3.27M. The stake represents 0.39% of the portfolio and ranks #64 among its holdings.

2,297 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 8,995 shares of Palo Alto Networks worth $3.27M as of Q2 2026.
Palo Alto Networks was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Palo Alto Networks made up 0.39% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #64 holding.
2,297 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.