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

Comprehensive Financial Planning’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
Q1 		$17K Sell
106
-750
-88% -$126K 0.01% 230
2025
Q4 		$158K Hold
856
– – 0.1% 107
2025
Q3 		$174K Hold
856
– – 0.12% 106
2025
Q2 		$175K Buy
856
+300
+54% +$55.7K 0.14% 103
2025
Q1 		$94.9K Hold
556
– – 0.09% 103
2024
Q4 		$101K Buy
+556
New +$105K 0.09% 122

Other funds holding PANW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Comprehensive Financial Planning's PANW Position: Q1 2026 in Review

Comprehensive Financial Planning reduced its Palo Alto Networks (PANW) stake by 88% in Q1 2026, selling an estimated $126K and leaving 106 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #230.

Comprehensive Financial Planning first reported a position in PANW in Q4 2024 and has held it in 6 quarters since. The position peaked at $175K in Q2 2025. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Comprehensive Financial Planning held 106 shares of Palo Alto Networks worth $17K as of Q1 2026.
  • Comprehensive Financial Planning sold 750 Palo Alto Networks shares in Q1 2026, an estimated $126K.
  • Palo Alto Networks made up 0.01% of Comprehensive Financial Planning's portfolio in Q1 2026, its #230 holding.
  • Comprehensive Financial Planning first reported a position in Palo Alto Networks in Q4 2024 and has held it in 6 quarters since.
  • Comprehensive Financial Planning's Palo Alto Networks position peaked at $175K in Q2 2025.
  • 2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.