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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
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.97M Sell
14,577
-16,506
-53% -$3.78M 0.29% 90
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
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 $3.37T AUM 44.26% 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

Cornerstone Wealth Group's PANW Position: Q2 2026 in Review

Cornerstone Wealth Group reduced its Palo Alto Networks (PANW) stake by 53% in Q2 2026, selling an estimated $3.78M and leaving 14,577 shares worth $4.97M. The position accounts for 0.29% of the portfolio, ranked #90.

Cornerstone Wealth Group first reported a position in PANW in Q2 2019 and has held it in 16 quarters since. The position peaked at $5.79M in Q3 2025. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Cornerstone Wealth Group held 14,577 shares of Palo Alto Networks worth $4.97M as of Q2 2026.
  • Cornerstone Wealth Group sold 16,506 Palo Alto Networks shares in Q2 2026, an estimated $3.78M.
  • Palo Alto Networks made up 0.29% of Cornerstone Wealth Group's portfolio in Q2 2026, its #90 holding.
  • Cornerstone Wealth Group first reported a position in Palo Alto Networks in Q2 2019 and has held it in 16 quarters since.
  • Cornerstone Wealth Group's Palo Alto Networks position peaked at $5.79M in Q3 2025.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.