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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
Q2 		$3.27M Buy
+8,995
New +$2.06M 0.39% 64

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Compass Financial Management's PANW Position: Q2 2026 in Review

Compass Financial Management opened a new position in Palo Alto Networks (PANW) in Q2 2026: 8,995 shares worth $3.27M. The stake represents 0.39% of the portfolio and ranks #64 among its holdings.

2,783 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Compass Financial Management held 8,995 shares of Palo Alto Networks worth $3.27M as of Q2 2026.
  • Palo Alto Networks was a new Compass Financial Management position in Q2 2026.
  • Palo Alto Networks made up 0.39% of Compass Financial Management's portfolio in Q2 2026, its #64 holding.
  • 2,783 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.