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CWG
Cornerstone Wealth Group’s
Palo Alto Networks
PANW
Stock Holding History
Cornerstone Wealth Group’s Portfolio
PANW Stock Details
PANW Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$5.44M
Buy
31,083
+2,378
+8%
+$399K
0.35%
82
2025
Q4
$5.29M
Buy
28,705
+279
+1%
+$56.3K
0.36%
83
2025
Q3
$5.79M
Buy
28,426
+1,010
+4%
+$193K
0.39%
70
2025
Q2
$5.61M
Buy
27,416
+294
+1%
+$54.6K
0.42%
72
2025
Q1
$4.63M
Buy
27,122
+310
+1%
+$57.3K
0.38%
78
2024
Q4
$4.88M
Buy
26,812
+582
+2%
+$110K
0.4%
70
2024
Q3
$4.48M
Buy
26,230
+1,198
+5%
+$202K
0.37%
73
2024
Q2
$4.24M
Buy
25,032
+1,464
+6%
+$219K
0.38%
66
2024
Q1
$3.35M
Buy
23,568
+3,064
+15%
+$483K
0.31%
83
2023
Q4
$3.02M
Buy
20,504
+788
+4%
+$105K
0.43%
67
2023
Q3
$2.31M
Buy
+19,716
New
+$2.33M
0.41%
78
2022
Q4
–
Sell
-29,132
Closed
-$2.39M
–
146
2022
Q3
$2.39M
Buy
29,132
+1,976
+7%
+$171K
0.53%
61
2022
Q2
$2.24M
Buy
27,156
+3,102
+13%
+$275K
0.47%
67
2022
Q1
$2.5M
Buy
+24,054
New
+$2.15M
0.46%
76
2019
Q3
–
Sell
-49,206
Closed
-$1.67M
–
155
2019
Q2
$1.67M
Buy
+49,206
New
+$1.84M
0.45%
68
Other funds holding PANW
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
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
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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