Cornerstone Advisory’s Palo Alto Networks PANW Stock Holding History

Cornerstone Advisory’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	$2.78M	Sell	7,003 -3,134	-31%	-$1.12M	0.22%	74
2026 Q2	$3.46M	Sell	10,137 -1,139	-10%	-$261K	0.29%	58
2026 Q1	$1.81M	Buy	11,276 +1,290	+13%	+$217K	0.17%	84
2025 Q4	$1.84M	Buy	9,986 +331	+3%	+$66.8K	0.18%	79
2025 Q3	$1.97M	Buy	9,655 +2,584	+37%	+$495K	0.19%	70
2025 Q2	$1.45M	Buy	7,071 +5	+0.1%	+$929	0.16%	77
2025 Q1	$1.33M	Buy	7,066 +23	+0.3%	+$4.25K	0.16%	75
2024 Q4	$1.41M	Sell	7,043 -911	-11%	-$172K	0.16%	75
2024 Q3	$1.36M	Sell	7,954 -228	-3%	-$38.4K	0.18%	73
2024 Q2	$1.39M	Buy	8,182 +1,582	+24%	+$237K	0.2%	71
2024 Q1	$938K	Buy	6,600 +4,586	+228%	+$723K	0.13%	90
2023 Q4	$297K	Buy	+2,014	New	+$269K	0.05%	179
2023 Q3	–	Sell	-2,166	Closed	-$277K	–	217
2023 Q2	$277K	Buy	+2,166	New	+$225K	0.05%	186
2022 Q1	–	Sell	-210	Closed	-$20K	–	611
2021 Q4	$20K	Buy	+210	New	+$18.2K	﹤0.01%	529

Other funds holding PANW

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Cornerstone Advisory's PANW Position: Q3 2026 in Review

Cornerstone Advisory reduced its Palo Alto Networks (PANW) stake by 31% in Q3 2026, selling an estimated $1.12M and leaving 7,003 shares worth $2.78M. The position accounts for 0.22% of the portfolio, ranked #74.

Cornerstone Advisory first reported a position in PANW in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.46M in Q2 2026. 1,892 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

Cornerstone Advisory held 7,003 shares of Palo Alto Networks worth $2.78M as of Q3 2026.
Cornerstone Advisory sold 3,134 Palo Alto Networks shares in Q3 2026, an estimated $1.12M.
Palo Alto Networks made up 0.22% of Cornerstone Advisory's portfolio in Q3 2026, its #74 holding.
Cornerstone Advisory first reported a position in Palo Alto Networks in Q4 2021 and has held it in 14 quarters since.
Cornerstone Advisory's Palo Alto Networks position peaked at $3.46M in Q2 2026.
1,892 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.