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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
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 $6.73T 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 Trust's PANW Position: Q2 2026 in Review

Clearstead Trust reduced its Palo Alto Networks (PANW) stake by 0.49% in Q2 2026, selling an estimated $16.5K and leaving 14,601 shares worth $4.98M. The position accounts for 0.65% of the portfolio, ranked #26.

Clearstead Trust first reported a position in PANW in Q1 2019 and has held it in 11 quarters since. 2,915 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Clearstead Trust held 14,601 shares of Palo Alto Networks worth $4.98M as of Q2 2026.
  • Clearstead Trust sold 72 Palo Alto Networks shares in Q2 2026, an estimated $16.5K.
  • Palo Alto Networks made up 0.65% of Clearstead Trust's portfolio in Q2 2026, its #26 holding.
  • Clearstead Trust first reported a position in Palo Alto Networks in Q1 2019 and has held it in 11 quarters since.
  • 2,915 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

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