Cladis Investment Advisory’s Palo Alto Networks PANW Stock Holding History

Cladis Investment Advisory’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	$1.32M	Buy	3,870 +250	+7%	+$57.2K	0.62%	53
2026 Q1	$580K	Buy	3,620 +70	+2%	+$11.8K	0.32%	91
2025 Q4	$654K	Hold	3,550	–	–	0.36%	82
2025 Q3	$723K	Hold	3,550	–	–	0.41%	70
2025 Q2	$726K	Sell	3,550 -200	-5%	-$37.1K	0.46%	66
2025 Q1	$640K	Sell	3,750 -10	-0.3%	-$1.85K	0.46%	66
2024 Q4	$684K	Sell	3,760 -270	-7%	-$51K	0.49%	63
2024 Q3	$689K	Sell	4,030 -200	-5%	-$33.7K	0.48%	63
2024 Q2	$717K	Buy	4,230 +740	+21%	+$111K	0.52%	58
2024 Q1	$496K	Buy	+3,490	New	+$551K	0.36%	80

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 $3.37T AUM 44.26% 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

Cladis Investment Advisory's PANW Position: Q2 2026 in Review

Cladis Investment Advisory increased its Palo Alto Networks (PANW) stake by 6.9% in Q2 2026, buying an estimated $57.2K and bringing the position to 3,870 shares worth $1.32M. The position accounts for 0.62% of the portfolio, ranked #53.

Cladis Investment Advisory first reported a position in PANW in Q1 2024 and has held it in 10 quarters since. 2,916 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Cladis Investment Advisory held 3,870 shares of Palo Alto Networks worth $1.32M as of Q2 2026.
Cladis Investment Advisory bought 250 Palo Alto Networks shares in Q2 2026, an estimated $57.2K.
Palo Alto Networks made up 0.62% of Cladis Investment Advisory's portfolio in Q2 2026, its #53 holding.
Cladis Investment Advisory first reported a position in Palo Alto Networks in Q1 2024 and has held it in 10 quarters since.
2,916 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.