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
2022 Q2	–	Sell	-2,400	Closed	-$1K	–	2462
2022 Q1	$1K	Buy	+2,400	New	+$215K	﹤0.01%	2327
2019 Q3	–	Sell	-1,200	Closed	-$1K	–	2076
2019 Q2	$1K	Buy	+1,200	New	+$44.9K	﹤0.01%	2004
2016 Q2	–	Sell	-1,200	Closed	-$1K	–	4461
2016 Q1	$1K	Buy	+1,200	New	+$29.5K	﹤0.01%	4152

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Creative Planning's PANW Position: Q2 2026 in Review

Creative Planning reduced its Palo Alto Networks (PANW) stake by 6.1% in Q2 2026, selling an estimated $5.63M and leaving 379,160 shares worth $129M. The position accounts for 0.08% of the portfolio, ranked #117.

Creative Planning first reported a position in PANW in Q2 2014 and has held it in 48 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Creative Planning held 379,160 shares of Palo Alto Networks worth $129M as of Q2 2026.
Creative Planning sold 24,618 Palo Alto Networks shares in Q2 2026, an estimated $5.63M.
Palo Alto Networks made up 0.08% of Creative Planning's portfolio in Q2 2026, its #117 holding.
Creative Planning first reported a position in Palo Alto Networks in Q2 2014 and has held it in 48 quarters since.
2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.