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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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.