Cornerstone Planning Group
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Cornerstone Planning Group’s Palo Alto Networks PANW Stock Holding History

Cornerstone Planning Group’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 		$345K Buy
823
+6
+0.7% +$2.14K 0.04% 127
2026
Q2 		$274K Buy
817
+28
+4% +$6.41K 0.03% 143
2026
Q1 		$145K Buy
789
+49
+7% +$8.23K 0.02% 198
2025
Q4 		$136K Buy
740
+600
+429% +$121K 0.02% 180
2025
Q3 		$4.97K Sell
140
-659
-82% -$126K ﹤0.01% 949
2025
Q2 		$135K Sell
799
-73
-8% -$13.6K 0.03% 112
2025
Q1 		$147K Buy
872
+493
+130% +$91.2K 0.04% 108
2024
Q4 		$71.7K Sell
379
-31
-8% -$5.86K 0.02% 145
2024
Q3 		$74.9K Sell
410
-30
-7% -$5.05K 0.02% 136
2024
Q2 		$64.7K Sell
440
-74
-14% -$11.1K 0.02% 169
2024
Q1 		$76.1K Sell
514
-144
-22% -$22.7K 0.02% 130
2023
Q4 		$97K Buy
658
+76
+13% +$10.2K 0.03% 124
2023
Q3 		$68.2K Sell
582
-28
-5% -$3.31K 0.03% 146
2023
Q2 		$77.9K Buy
+610
New +$63.5K 0.03% 161
2022
Q4 		$38.6K Buy
+548
New +$44K 0.02% 306

Other funds holding PANW

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Cornerstone Planning Group's PANW Position: Q3 2026 in Review

Cornerstone Planning Group increased its Palo Alto Networks (PANW) stake by 0.73% in Q3 2026, buying an estimated $2.14K and bringing the position to 823 shares worth $345K. The position accounts for 0.04% of the portfolio, ranked #127.

Cornerstone Planning Group first reported a position in PANW in Q4 2022 and has held it in 15 quarters since. 1,755 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • Cornerstone Planning Group held 823 shares of Palo Alto Networks worth $345K as of Q3 2026.
  • Cornerstone Planning Group bought 6 Palo Alto Networks shares in Q3 2026, an estimated $2.14K.
  • Palo Alto Networks made up 0.04% of Cornerstone Planning Group's portfolio in Q3 2026, its #127 holding.
  • Cornerstone Planning Group first reported a position in Palo Alto Networks in Q4 2022 and has held it in 15 quarters since.
  • 1,755 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.