Clarus Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Clarus Wealth 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 Q1	–	Sell	-8,406	Closed	-$1.6M	–	96
2025 Q4	$1.6M	Buy	8,406 +778	+10%	+$157K	0.67%	55
2025 Q3	$1.58M	Buy	7,628 +855	+13%	+$164K	0.7%	48
2025 Q2	$1.38M	Buy	6,773 +1,220	+22%	+$227K	0.64%	48
2025 Q1	$961K	Sell	5,553 -229	-4%	-$42.3K	0.51%	47
2024 Q4	$970K	Buy	5,782 +318	+6%	+$60.1K	0.48%	51
2024 Q3	$923K	Sell	5,464 -298	-5%	-$50.2K	0.47%	48
2024 Q2	$971K	Sell	5,762 -54	-0.9%	-$8.08K	0.52%	45
2024 Q1	$817K	Buy	5,816 +4,184	+256%	+$660K	0.46%	47
2023 Q4	$274K	Buy	+1,632	New	+$218K	0.16%	95
2023 Q2	–	Sell	-2,204	Closed	-$212K	–	137
2023 Q1	$212K	Buy	+2,204	New	+$187K	0.13%	117
2021 Q2	–	Sell	-6,000	Closed	-$350K	–	124
2021 Q1	$350K	Hold	6,000	–	–	0.22%	94
2020 Q4	$365K	Hold	6,000	–	–	0.24%	82
2020 Q3	$247K	Hold	6,000	–	–	0.19%	104
2020 Q2	$233K	Buy	+6,000	New	+$211K	0.2%	105
2020 Q1	–	Sell	-6,000	Closed	-$240K	–	139
2019 Q4	$240K	Hold	6,000	–	–	0.16%	118
2019 Q3	$204K	Buy	+6,000	New	+$212K	0.15%	132

Other funds holding PANW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clarus Wealth Advisors's PANW Position: Q1 2026 in Review

Clarus Wealth Advisors sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 8,406 shares — an estimated $1.6M sold.

Clarus Wealth Advisors first reported a position in PANW in Q3 2019 and held it in 16 quarters. The position peaked at $1.6M in Q4 2025. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Clarus Wealth Advisors reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
Clarus Wealth Advisors sold 8,406 Palo Alto Networks shares in Q1 2026, an estimated $1.6M.
Clarus Wealth Advisors first reported a position in Palo Alto Networks in Q3 2019 and held it in 16 quarters.
Clarus Wealth Advisors's Palo Alto Networks position peaked at $1.6M in Q4 2025.
2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Clarus Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.