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

Comprehensive 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	$6.41M	Hold	18,804	–	–	0.21%	17
2026 Q1	$3.01M	Hold	18,804	–	–	0.1%	19
2025 Q4	$3.46M	Hold	18,804	–	–	0.1%	21
2025 Q3	$3.83M	Hold	18,804	–	–	0.11%	18
2025 Q2	$3.85M	Hold	18,804	–	–	0.11%	21
2025 Q1	$3.21M	Hold	18,804	–	–	0.1%	17
2024 Q4	$3.42M	Hold	18,804	–	–	0.09%	18
2024 Q3	$3.21M	Hold	18,804	–	–	0.09%	21
2024 Q2	$3.19M	Hold	18,804	–	–	0.11%	18
2024 Q1	$2.67M	Hold	18,804	–	–	0.09%	19
2023 Q4	$2.77M	Hold	18,804	–	–	0.1%	17
2023 Q3	$2.2M	Hold	18,804	–	–	0.08%	22
2023 Q2	$2.4M	Hold	18,804	–	–	0.08%	24
2023 Q1	$1.88M	Hold	18,804	–	–	0.06%	27
2022 Q4	$1.31M	Hold	18,804	–	–	0.04%	29
2022 Q3	$1.54M	Buy	18,804 +6,594	+54%	+$571K	0.04%	30
2022 Q2	$1M	Hold	12,210	–	–	0.03%	34
2022 Q1	$1.27M	Hold	12,210	–	–	0.02%	38
2021 Q4	$1.13M	Sell	12,210 -15,000	-55%	-$1.3M	0.01%	38
2021 Q3	$2.17M	Hold	27,210	–	–	0.02%	29
2021 Q2	$1.68M	Hold	27,210	–	–	0.01%	30
2021 Q1	$1.46M	Buy	+27,210	New	+$1.62M	0.01%	24

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Comprehensive Financial Management held its Palo Alto Networks (PANW) position steady in Q2 2026 at 18,804 shares worth $6.41M. The position accounts for 0.21% of the portfolio, ranked #17.

Comprehensive Financial Management first reported a position in PANW in Q1 2021 and has held it in 22 quarters since. 2,907 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Comprehensive Financial Management held 18,804 shares of Palo Alto Networks worth $6.41M as of Q2 2026.
Comprehensive Financial Management left its Palo Alto Networks share count unchanged in Q2 2026.
Palo Alto Networks made up 0.21% of Comprehensive Financial Management's portfolio in Q2 2026, its #17 holding.
Comprehensive Financial Management first reported a position in Palo Alto Networks in Q1 2021 and has held it in 22 quarters since.
2,907 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Comprehensive Financial Management's 13F filing for Q2 2026, filed 14 Aug 2026.