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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
Q2 		– Sell
-34
Closed -$5.45K – 166
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Clear Investment Research's PANW Position: Q2 2026 in Review

Clear Investment Research sold out of Palo Alto Networks (PANW) in Q2 2026, closing a stake of 34 shares — an estimated $5.45K sold.

Clear Investment Research first reported a position in PANW in Q3 2022 and held it in 12 quarters. The position peaked at $29K in Q3 2022. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Clear Investment Research reported no remaining Palo Alto Networks position as of Q2 2026 after selling out during the quarter.
  • Clear Investment Research sold 34 Palo Alto Networks shares in Q2 2026, an estimated $5.45K.
  • Clear Investment Research first reported a position in Palo Alto Networks in Q3 2022 and held it in 12 quarters.
  • Clear Investment Research's Palo Alto Networks position peaked at $29K in Q3 2022.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.