CFP
PANW icon

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
Q2 		$36.1K Hold
106
– – 0.02% 196
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 $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 $3.38T AUM 44.17% 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

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

Comprehensive Financial Planning held its Palo Alto Networks (PANW) position steady in Q2 2026 at 106 shares worth $36.1K. The position accounts for 0.02% of the portfolio, ranked #196.

Comprehensive Financial Planning first reported a position in PANW in Q4 2024 and has held it in 7 quarters since. The position peaked at $175K in Q2 2025. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Comprehensive Financial Planning held 106 shares of Palo Alto Networks worth $36.1K as of Q2 2026.
  • Comprehensive Financial Planning left its Palo Alto Networks share count unchanged in Q2 2026.
  • Palo Alto Networks made up 0.02% of Comprehensive Financial Planning's portfolio in Q2 2026, its #196 holding.
  • Comprehensive Financial Planning first reported a position in Palo Alto Networks in Q4 2024 and has held it in 7 quarters since.
  • Comprehensive Financial Planning's Palo Alto Networks position peaked at $175K in Q2 2025.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.