Clearstead Trust
PANW icon

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
Q3 		$5.93M Buy
14,922
+321
+2% +$114K 0.75% 23
2026
Q2 		$4.98M Sell
14,601
-72
-0.5% -$16.5K 0.65% 26
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Clearstead Trust's PANW Position: Q3 2026 in Review

Clearstead Trust increased its Palo Alto Networks (PANW) stake by 2.2% in Q3 2026, buying an estimated $114K and bringing the position to 14,922 shares worth $5.93M. The position accounts for 0.75% of the portfolio, ranked #23.

Clearstead Trust first reported a position in PANW in Q1 2019 and has held it in 12 quarters since. 2,711 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • Clearstead Trust held 14,922 shares of Palo Alto Networks worth $5.93M as of Q3 2026.
  • Clearstead Trust bought 321 Palo Alto Networks shares in Q3 2026, an estimated $114K.
  • Palo Alto Networks made up 0.75% of Clearstead Trust's portfolio in Q3 2026, its #23 holding.
  • Clearstead Trust first reported a position in Palo Alto Networks in Q1 2019 and has held it in 12 quarters since.
  • 2,711 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Clearstead Trust's 13F filing for Q3 2026, filed 6 Nov 2026.