Compass Financial Management
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Compass Financial Management’s Palo Alto Networks PANW Stock Holding History

Compass Financial Management’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 		$4.01M Buy
10,093
+1,098
+12% +$391K 0.43% 53
2026
Q2 		$3.27M Buy
+8,995
New +$2.06M 0.39% 64

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

Compass Financial Management's PANW Position: Q3 2026 in Review

Compass Financial Management increased its Palo Alto Networks (PANW) stake by 12% in Q3 2026, buying an estimated $391K and bringing the position to 10,093 shares worth $4.01M. The position accounts for 0.43% of the portfolio, ranked #53.

Compass Financial Management first reported a position in PANW in Q2 2026 and has held it in 2 quarters since. 2,711 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • Compass Financial Management held 10,093 shares of Palo Alto Networks worth $4.01M as of Q3 2026.
  • Compass Financial Management bought 1,098 Palo Alto Networks shares in Q3 2026, an estimated $391K.
  • Palo Alto Networks made up 0.43% of Compass Financial Management's portfolio in Q3 2026, its #53 holding.
  • Compass Financial Management first reported a position in Palo Alto Networks in Q2 2026 and has held it in 2 quarters since.
  • 2,711 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.