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Clearstead Advisors’s Palo Alto Networks PANW Stock Holding History

Clearstead 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 		$42.6M Sell
124,812
-9,652
-7% -$2.21M 0.4% 58
2026
Q1 		$21.6M Buy
134,464
+12,536
+10% +$2.11M 0.2% 99
2025
Q4 		$22.5M Buy
121,928
+2,128
+2% +$429K 0.28% 75
2025
Q3 		$24.4M Buy
119,800
+4,648
+4% +$890K 0.32% 61
2025
Q2 		$23.6M Buy
115,152
+7,742
+7% +$1.44M 0.33% 61
2025
Q1 		$18.3M Buy
107,410
+1,023
+1% +$189K 0.28% 80
2024
Q4 		$19.4M Buy
106,387
+4,575
+4% +$864K 0.29% 81
2024
Q3 		$17.4M Buy
101,812
+3,316
+3% +$558K 0.27% 83
2024
Q2 		$16.7M Buy
98,496
+74,994
+319% +$11.2M 0.28% 79
2024
Q1 		$3.55M Buy
23,502
+3,706
+19% +$585K 0.18% 102
2023
Q4 		$2.92M Sell
19,796
-19,548
-50% -$2.61M 0.15% 117
2023
Q3 		$4.61M Buy
39,344
+19,564
+99% +$2.32M 0.13% 126
2023
Q2 		$2.53M Buy
19,780
+1,792
+10% +$186K 0.15% 114
2023
Q1 		$1.8M Sell
17,988
-992
-5% -$84.1K 0.13% 134
2022
Q4 		$1.32M Sell
18,980
-142
-0.7% -$11.4K 0.1% 152
2022
Q3 		$1.57M Buy
19,122
+1,746
+10% +$151K 0.14% 130
2022
Q2 		$1.43M Buy
17,376
+4,860
+39% +$431K 0.11% 143
2022
Q1 		$1.3M Buy
12,516
+1,728
+16% +$155K 0.09% 158
2021
Q4 		$1M Buy
10,788
+1,518
+16% +$131K 0.07% 181
2021
Q3 		$740K Buy
9,270
+474
+5% +$33.3K 0.06% 201
2021
Q2 		$544K Hold
8,796
– – 0.04% 215
2021
Q1 		$472K Buy
8,796
+372
+4% +$22.1K 0.04% 223
2020
Q4 		$499K Buy
8,424
+24
+0.3% +$1.12K 0.05% 205
2020
Q3 		$343K Hold
8,400
– – 0.04% 225
2020
Q2 		$322K Buy
8,400
+7,200
+600% +$254K 0.04% 219
2020
Q1 		$33K Buy
+1,200
New +$41.9K ﹤0.01% 453

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 $3.37T AUM 44.26% 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

Clearstead Advisors's PANW Position: Q2 2026 in Review

Clearstead Advisors reduced its Palo Alto Networks (PANW) stake by 7.2% in Q2 2026, selling an estimated $2.21M and leaving 124,812 shares worth $42.6M. The position accounts for 0.4% of the portfolio, ranked #58.

Clearstead Advisors first reported a position in PANW in Q1 2020 and has held it in 26 quarters since. 2,888 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Clearstead Advisors held 124,812 shares of Palo Alto Networks worth $42.6M as of Q2 2026.
  • Clearstead Advisors sold 9,652 Palo Alto Networks shares in Q2 2026, an estimated $2.21M.
  • Palo Alto Networks made up 0.4% of Clearstead Advisors's portfolio in Q2 2026, its #58 holding.
  • Clearstead Advisors first reported a position in Palo Alto Networks in Q1 2020 and has held it in 26 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.