Creative Planning
PANW icon

Creative Planning’s Palo Alto Networks PANW Stock Holding History

Creative Planning’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
2025
Q3 		– Sell
-100
Closed -$1.6K – 3989
2025
Q2 		$1.6K Buy
+100
New +$18.6K ﹤0.01% 3663
2024
Q2 		– Sell
-600
Closed -$29.8K – 3143
2024
Q1 		$29.8K Buy
+600
New +$94.6K ﹤0.01% 2817
2020
Q4 		– Sell
-1,200
Closed -$4K – 2429
2020
Q3 		$4K Hold
1,200
– – ﹤0.01% 2057
2020
Q2 		$3K Sell
1,200
-6,000
-83% -$211K ﹤0.01% 1936
2020
Q1 		$11K Buy
7,200
+1,200
+20% +$41.9K ﹤0.01% 1758
2019
Q4 		$42K Hold
6,000
– – ﹤0.01% 1838
2019
Q3 		$30K Sell
6,000
-1,200
-17% -$42.5K ﹤0.01% 1831
2019
Q2 		$36K Sell
7,200
-1,200
-14% -$44.9K ﹤0.01% 1845
2019
Q1 		$77K Buy
8,400
+5,400
+180% +$200K ﹤0.01% 1740
2018
Q4 		$14K Buy
3,000
+1,200
+67% +$37.4K ﹤0.01% 1812
2018
Q3 		$25K Hold
1,800
– – ﹤0.01% 1934
2018
Q2 		$20K Hold
1,800
– – ﹤0.01% 1915
2018
Q1 		$15K Buy
+1,800
New +$50K ﹤0.01% 1909
2017
Q3 		– Sell
-25,200
Closed -$65K – 3157
2017
Q2 		$65K Hold
25,200
– – ﹤0.01% 2311
2017
Q1 		$29K Sell
25,200
-6,000
-19% -$134K ﹤0.01% 2866
2016
Q4 		$66K Buy
31,200
+6,000
+24% +$144K ﹤0.01% 2168
2016
Q3 		$167K Sell
25,200
-3,000
-11% -$68.4K ﹤0.01% 1506
2016
Q2 		$91K Buy
28,200
+27,600
+4,600% +$639K ﹤0.01% 1733
2016
Q1 		$2K Sell
600
-600
-50% -$14.8K ﹤0.01% 3973
2015
Q4 		$5K Buy
+1,200
New +$34.6K ﹤0.01% 3687

Other funds holding PANW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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.