Creative Planning’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $64.7M | Buy |
403,778
+132,908
| +49% | +$22.3M | 0.04% | 179 |
|
|
2025
Q4 | $49.9M | Buy |
270,870
+31,863
| +13% | +$6.43M | 0.04% | 202 |
|
|
2025
Q3 | $48.7M | Buy |
239,007
+55,278
| +30% | +$10.6M | 0.04% | 190 |
|
|
2025
Q2 | $37.6M | Sell |
183,729
-2,599
| -1% | -$483K | 0.03% | 223 |
|
|
2025
Q1 | $31.8M | Buy |
186,328
+12,737
| +7% | +$2.36M | 0.03% | 233 |
|
|
2024
Q4 | $31.6M | Sell |
173,591
-24,815
| -13% | -$4.69M | 0.03% | 213 |
|
|
2024
Q3 | $33.9M | Buy |
198,406
+366
| +0.2% | +$61.6K | 0.03% | 195 |
|
|
2024
Q2 | $33.6M | Buy |
198,040
+10,754
| +6% | +$1.61M | 0.04% | 191 |
|
|
2024
Q1 | $26.6M | Buy |
187,286
+79,990
| +75% | +$12.6M | 0.03% | 215 |
|
|
2023
Q4 | $15.8M | Buy |
107,296
+15,556
| +17% | +$2.08M | 0.03% | 290 |
|
|
2023
Q3 | $10.8M | Buy |
91,740
+16,118
| +21% | +$1.91M | 0.01% | 342 |
|
|
2023
Q2 | $9.66M | Sell |
75,622
-4,588
| -6% | -$477K | 0.01% | 354 |
|
|
2023
Q1 | $8.01M | Buy |
80,210
+3,884
| +5% | +$329K | 0.01% | 384 |
|
|
2022
Q4 | $5.33M | Sell |
76,326
-6,678
| -8% | -$536K | 0.01% | 477 |
|
|
2022
Q3 | $6.8M | Sell |
83,004
-1,980
| -2% | -$171K | 0.01% | 377 |
|
|
2022
Q2 | $7M | Buy |
84,984
+8,358
| +11% | +$741K | 0.01% | 383 |
|
|
2022
Q1 | $7.95M | Sell |
76,626
-8,808
| -10% | -$788K | 0.01% | 358 |
|
|
2021
Q4 | $7.93M | Buy |
85,434
+11,130
| +15% | +$963K | 0.01% | 327 |
|
|
2021
Q3 | $5.93M | Buy |
74,304
+4,776
| +7% | +$336K | 0.01% | 376 |
|
|
2021
Q2 | $4.3M | Sell |
69,528
-6,708
| -9% | -$397K | 0.01% | 447 |
|
|
2021
Q1 | $4.09M | Sell |
76,236
-2,214
| -3% | -$132K | 0.01% | 465 |
|
|
2020
Q4 | $4.65M | Buy |
78,450
+18,978
| +32% | +$887K | 0.01% | 396 |
|
|
2020
Q3 | $2.43M | Buy |
59,472
+3,978
| +7% | +$165K | 0.01% | 494 |
|
|
2020
Q2 | $2.12M | Buy |
55,494
+2,280
| +4% | +$80.3K | 0.01% | 476 |
|
|
2020
Q1 | $1.45M | Buy |
53,214
+36
| +0.1% | +$1.26K | 0.01% | 524 |
|
|
2019
Q4 | $2.05M | Sell |
53,178
-7,788
| -13% | -$295K | 0.01% | 510 |
|
|
2019
Q3 | $2.07M | Buy |
60,966
+996
| +2% | +$35.3K | 0.01% | 480 |
|
|
2019
Q2 | $2.04M | Buy |
59,970
+25,002
| +71% | +$935K | 0.01% | 491 |
|
|
2019
Q1 | $1.42M | Buy |
34,968
+2,232
| +7% | +$82.8K | 0.01% | 593 |
|
|
2018
Q4 | $1.03M | Buy |
32,736
+3,498
| +12% | +$109K | ﹤0.01% | 655 |
|
|
2018
Q3 | $1.1M | Sell |
29,238
-2,952
| -9% | -$107K | ﹤0.01% | 724 |
|
|
2018
Q2 | $1.1M | Sell |
32,190
-4,470
| -12% | -$149K | ﹤0.01% | 696 |
|
|
2018
Q1 | $1.11M | Buy |
36,660
+2,706
| +8% | +$75.2K | ﹤0.01% | 681 |
|
|
2017
Q4 | $820K | Buy |
33,954
+4,194
| +14% | +$102K | ﹤0.01% | 833 |
|
|
2017
Q3 | $715K | Sell |
29,760
-35,142
| -54% | -$800K | ﹤0.01% | 870 |
|
|
2017
Q2 | $1.45M | Sell |
64,902
-49,566
| -43% | -$1M | 0.01% | 545 |
|
|
2017
Q1 | $2.15M | Buy |
114,468
+71,820
| +168% | +$1.61M | 0.01% | 399 |
|
|
2016
Q4 | $889K | Sell |
42,648
-16,122
| -27% | -$386K | 0.01% | 674 |
|
|
2016
Q3 | $1.56M | Sell |
58,770
-65,832
| -53% | -$1.5M | 0.01% | 448 |
|
|
2016
Q2 | $2.55M | Buy |
124,602
+48,030
| +63% | +$1.11M | 0.02% | 283 |
|
|
2016
Q1 | $2.08M | Buy |
76,572
+9,864
| +15% | +$243K | 0.02% | 307 |
|
|
2015
Q4 | $1.96M | Buy |
66,708
+7,284
| +12% | +$210K | 0.02% | 315 |
|
|
2015
Q3 | $1.7M | Buy |
+59,424
| New | +$1.75M | 0.02% | 328 |
|
|
2015
Q2 | – | Sell |
-29,484
| Closed | -$718K | – | 2425 |
|
|
2015
Q1 | $718K | Buy |
29,484
+4,050
| +16% | +$90.7K | 0.01% | 591 |
|
|
2014
Q4 | $520K | Buy |
25,434
+19,062
| +299% | +$351K | 0.01% | 679 |
|
|
2014
Q3 | $104K | Buy |
6,372
+4,572
| +254% | +$65.6K | ﹤0.01% | 1444 |
|
|
2014
Q2 | $25K | Buy |
+1,800
| New | +$21K | ﹤0.01% | 2357 |
|
Other funds holding PANW
VCM
VPM
Creative Planning's PANW Position: Q1 2026 in Review
Creative Planning increased its Palo Alto Networks (PANW) stake by 49% in Q1 2026, buying an estimated $22.3M and bringing the position to 403,778 shares worth $64.7M. The position accounts for 0.04% of the portfolio, ranked #179.
Creative Planning first reported a position in PANW in Q2 2014 and has held it in 47 quarters since. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.
- Creative Planning held 403,778 shares of Palo Alto Networks worth $64.7M as of Q1 2026.
- Creative Planning bought 132,908 Palo Alto Networks shares in Q1 2026, an estimated $22.3M.
- Palo Alto Networks made up 0.04% of Creative Planning's portfolio in Q1 2026, its #179 holding.
- Creative Planning first reported a position in Palo Alto Networks in Q2 2014 and has held it in 47 quarters since.
- 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.