Clearstead Trust’s Palo Alto Networks PANW Stock Holding History

Clearstead Trust’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	$2.35M	Sell	14,673 -394	-3%	-$66.2K	0.38%	40
2025 Q4	$2.78M	Sell	15,067 -469	-3%	-$94.6K	0.44%	40
2025 Q3	$3.16M	Buy	15,536 +3,075	+25%	+$589K	0.54%	33
2025 Q2	$2.55M	Buy	12,461 +445	+4%	+$82.6K	0.48%	36
2025 Q1	$2.05M	Sell	12,016 -380	-3%	-$70.3K	0.46%	41
2024 Q4	$2.26M	Sell	12,396 -130	-1%	-$24.6K	0.49%	34
2024 Q3	$2.14M	Buy	12,526 +364	+3%	+$61.3K	0.51%	36
2024 Q2	$2.06M	Buy	+12,162	New	+$1.82M	0.51%	35
2023 Q1	–	Sell	-986	Closed	-$69K	–	389
2022 Q4	$69K	Buy	+986	New	+$79.2K	0.02%	209
2019 Q2	–	Sell	-504	Closed	-$21K	–	203
2019 Q1	$21K	Buy	+504	New	+$18.7K	0.02%	151

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

Clearstead Trust's PANW Position: Q1 2026 in Review

Clearstead Trust reduced its Palo Alto Networks (PANW) stake by 2.6% in Q1 2026, selling an estimated $66.2K and leaving 14,673 shares worth $2.35M. The position accounts for 0.38% of the portfolio, ranked #40.

Clearstead Trust first reported a position in PANW in Q1 2019 and has held it in 10 quarters since. The position peaked at $3.16M in Q3 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Clearstead Trust held 14,673 shares of Palo Alto Networks worth $2.35M as of Q1 2026.
Clearstead Trust sold 394 Palo Alto Networks shares in Q1 2026, an estimated $66.2K.
Palo Alto Networks made up 0.38% of Clearstead Trust's portfolio in Q1 2026, its #40 holding.
Clearstead Trust first reported a position in Palo Alto Networks in Q1 2019 and has held it in 10 quarters since.
Clearstead Trust's Palo Alto Networks position peaked at $3.16M in Q3 2025.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.