Clear Investment Research’s Palo Alto Networks PANW Stock Holding History

Clear Investment Research’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	$5.45K	Buy	+34	New	+$5.71K	0.01%	177
2025 Q4	–	Sell	-33	Closed	-$6.72K	–	175
2025 Q3	$6.72K	Buy	33 +1	+3%	+$191	0.01%	185
2025 Q2	$6.55K	Hold	32	–	–	0.01%	167
2025 Q1	$5.46K	Sell	32 -75	-70%	-$13.9K	0.01%	166
2024 Q4	$20.7K	Buy	107 +97	+970%	+$18.3K	0.03%	140
2024 Q3	$1.71K	Hold	10	–	–	﹤0.01%	196
2024 Q2	$1.7K	Hold	10	–	–	﹤0.01%	182
2024 Q1	$1.42K	Hold	10	–	–	﹤0.01%	195
2023 Q4	$1.47K	Buy	10 +2	+25%	+$267	﹤0.01%	242
2023 Q3	$938	Hold	8	–	–	﹤0.01%	178
2023 Q2	$1.02K	Buy	+8	New	+$832	﹤0.01%	177
2022 Q4	–	Sell	-360	Closed	-$29K	–	176
2022 Q3	$29K	Buy	+360	New	+$31.2K	0.06%	91

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

Clear Investment Research's PANW Position: Q1 2026 in Review

Clear Investment Research opened a new position in Palo Alto Networks (PANW) in Q1 2026: 34 shares worth $5.45K. The stake represents 0.01% of the portfolio and ranks #177 among its holdings. This is a return to the name: Clear Investment Research previously reported a position in PANW as recently as Q3 2025.

Clear Investment Research first reported a position in PANW in Q3 2022 and has held it in 12 quarters since. The position peaked at $29K in Q3 2022. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Clear Investment Research held 34 shares of Palo Alto Networks worth $5.45K as of Q1 2026.
Palo Alto Networks was a new Clear Investment Research position in Q1 2026.
Palo Alto Networks made up 0.01% of Clear Investment Research's portfolio in Q1 2026, its #177 holding.
Clear Investment Research first reported a position in Palo Alto Networks in Q3 2022 and has held it in 12 quarters since.
Clear Investment Research's Palo Alto Networks position peaked at $29K in Q3 2022.
2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.