Claro Advisors’s Palo Alto Networks PANW Stock Holding History

Claro 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 Q2	$3.21M	Sell	9,413 -475	-5%	-$109K	0.34%	58
2026 Q1	$1.59M	Sell	9,888 -285	-3%	-$47.9K	0.19%	95
2025 Q4	$1.87M	Buy	10,173 +295	+3%	+$59.5K	0.26%	77
2025 Q3	$2.01M	Buy	9,878 +247	+3%	+$47.3K	0.29%	72
2025 Q2	$1.97M	Sell	9,631 -704	-7%	-$131K	0.33%	69
2025 Q1	$1.76M	Sell	10,335 -90	-0.9%	-$16.6K	0.24%	73
2024 Q4	$1.9M	Buy	10,425 +599	+6%	+$113K	0.26%	71
2024 Q3	$1.68M	Buy	9,826 +1,818	+23%	+$306K	0.22%	92
2024 Q2	$1.36M	Buy	8,008 +1,360	+20%	+$203K	0.21%	95
2024 Q1	$944K	Buy	6,648 +3,034	+84%	+$479K	0.16%	142
2023 Q4	$533K	Buy	3,614 +876	+32%	+$117K	0.12%	205
2023 Q3	$321K	Buy	2,738 +954	+53%	+$113K	0.08%	265
2023 Q2	$228K	Buy	+1,784	New	+$186K	0.06%	324
2019 Q1	–	Sell	-174	Closed	-$7K	–	709
2018 Q4	$7K	Buy	+174	New	+$5.42K	0.01%	745

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

Claro Advisors's PANW Position: Q2 2026 in Review

Claro Advisors reduced its Palo Alto Networks (PANW) stake by 4.8% in Q2 2026, selling an estimated $109K and leaving 9,413 shares worth $3.21M. The position accounts for 0.34% of the portfolio, ranked #58.

Claro Advisors first reported a position in PANW in Q4 2018 and has held it in 14 quarters since. 2,910 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Claro Advisors held 9,413 shares of Palo Alto Networks worth $3.21M as of Q2 2026.
Claro Advisors sold 475 Palo Alto Networks shares in Q2 2026, an estimated $109K.
Palo Alto Networks made up 0.34% of Claro Advisors's portfolio in Q2 2026, its #58 holding.
Claro Advisors first reported a position in Palo Alto Networks in Q4 2018 and has held it in 14 quarters since.
2,910 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.