CFD
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Creative Financial Designs’s Palo Alto Networks PANW Stock Holding History

Creative Financial Designs’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 		$1.98M Buy
5,805
+326
+6% +$74.6K 0.09% 192
2026
Q1 		$878K Buy
5,479
+61
+1% +$10.2K 0.05% 244
2025
Q4 		$998K Buy
5,418
+732
+16% +$148K 0.06% 230
2025
Q3 		$954K Buy
4,686
+817
+21% +$156K 0.06% 233
2025
Q2 		$792K Buy
3,869
+291
+8% +$54K 0.06% 249
2025
Q1 		$611K Buy
3,578
+364
+11% +$67.3K 0.05% 262
2024
Q4 		$585K Buy
3,214
+166
+5% +$31.4K 0.05% 263
2024
Q3 		$521K Hold
3,048
– – 0.04% 283
2024
Q2 		$517K Hold
3,048
– – 0.05% 272
2024
Q1 		$433K Buy
3,048
+208
+7% +$32.8K 0.04% 284
2023
Q4 		$419K Sell
2,840
-798
-22% -$107K 0.04% 265
2023
Q3 		$426K Buy
3,638
+120
+3% +$14.2K 0.05% 240
2023
Q2 		$449K Buy
3,518
+1,300
+59% +$135K 0.05% 227
2023
Q1 		$222K Buy
2,218
+100
+5% +$8.47K 0.03% 316
2022
Q4 		$148K Hold
2,118
– – 0.02% 371
2022
Q3 		$173K Buy
2,118
+300
+17% +$26K 0.03% 319
2022
Q2 		$150K Hold
1,818
– – 0.02% 349
2022
Q1 		$189K Hold
1,818
– – 0.03% 318
2021
Q4 		$169K Hold
1,818
– – 0.03% 337
2021
Q3 		$145K Buy
1,818
+18
+1% +$1.26K 0.02% 375
2021
Q2 		$111K Hold
1,800
– – 0.02% 422
2021
Q1 		$97K Hold
1,800
– – 0.02% 417
2020
Q4 		$107K Hold
1,800
– – 0.02% 366
2020
Q3 		$73K Hold
1,800
– – 0.02% 400
2020
Q2 		$69K Buy
1,800
+1,200
+200% +$42.3K 0.02% 363
2020
Q1 		$16K Buy
+600
New +$20.9K 0.01% 313
2017
Q1 		– Sell
-3,000
Closed -$63K – 821
2016
Q4 		$63K Buy
+3,000
New +$71.9K 0.05% 207

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

Creative Financial Designs's PANW Position: Q2 2026 in Review

Creative Financial Designs increased its Palo Alto Networks (PANW) stake by 5.9% in Q2 2026, buying an estimated $74.6K and bringing the position to 5,805 shares worth $1.98M. The position accounts for 0.09% of the portfolio, ranked #192.

Creative Financial Designs first reported a position in PANW in Q4 2016 and has held it in 27 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Creative Financial Designs held 5,805 shares of Palo Alto Networks worth $1.98M as of Q2 2026.
  • Creative Financial Designs bought 326 Palo Alto Networks shares in Q2 2026, an estimated $74.6K.
  • Palo Alto Networks made up 0.09% of Creative Financial Designs's portfolio in Q2 2026, its #192 holding.
  • Creative Financial Designs first reported a position in Palo Alto Networks in Q4 2016 and has held it in 27 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.