CW
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CreativeOne Wealth’s Palo Alto Networks PANW Stock Holding History

CreativeOne Wealth’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
Q1 		$2.79M Sell
17,398
-4,322
-20% -$726K 0.06% 281
2025
Q4 		$4M Sell
21,720
-1,384
-6% -$279K 0.1% 190
2025
Q3 		$4.7M Sell
23,104
-4,244
-16% -$812K 0.11% 162
2025
Q2 		$5.6M Buy
27,348
+2,378
+10% +$442K 0.15% 137
2025
Q1 		$4.26M Buy
24,970
+5,298
+27% +$980K 0.13% 160
2024
Q4 		$3.58M Sell
19,672
-392
-2% -$74.1K 0.11% 174
2024
Q3 		$3.43M Buy
20,064
+1,214
+6% +$204K 0.12% 165
2024
Q2 		$3.19M Sell
18,850
-128
-0.7% -$19.1K 0.16% 127
2024
Q1 		$2.7M Buy
18,978
+10,604
+127% +$1.67M 0.11% 175
2023
Q4 		$1.23M Buy
8,374
+862
+11% +$115K 0.08% 220
2023
Q3 		$881K Sell
7,512
-3,820
-34% -$452K 0.06% 251
2023
Q2 		$1.45M Buy
11,332
+3,102
+38% +$323K 0.07% 263
2023
Q1 		$822K Buy
8,230
+4,534
+123% +$384K 0.04% 341
2022
Q4 		$258K Buy
3,696
+264
+8% +$21.2K 0.01% 626
2022
Q3 		$281K Sell
3,432
-24
-0.7% -$2.08K 0.02% 563
2022
Q2 		$285K Sell
3,456
-660
-16% -$58.5K 0.02% 578
2022
Q1 		$427K Buy
4,116
+654
+19% +$58.5K 0.02% 474
2021
Q4 		$321K Sell
3,462
-120
-3% -$10.4K 0.02% 576
2021
Q3 		$286K Buy
+3,582
New +$252K 0.02% 570

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

CreativeOne Wealth's PANW Position: Q1 2026 in Review

CreativeOne Wealth reduced its Palo Alto Networks (PANW) stake by 20% in Q1 2026, selling an estimated $726K and leaving 17,398 shares worth $2.79M. The position accounts for 0.06% of the portfolio, ranked #281.

CreativeOne Wealth first reported a position in PANW in Q3 2021 and has held it in 19 quarters since. The position peaked at $5.6M in Q2 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • CreativeOne Wealth held 17,398 shares of Palo Alto Networks worth $2.79M as of Q1 2026.
  • CreativeOne Wealth sold 4,322 Palo Alto Networks shares in Q1 2026, an estimated $726K.
  • Palo Alto Networks made up 0.06% of CreativeOne Wealth's portfolio in Q1 2026, its #281 holding.
  • CreativeOne Wealth first reported a position in Palo Alto Networks in Q3 2021 and has held it in 19 quarters since.
  • CreativeOne Wealth's Palo Alto Networks position peaked at $5.6M in Q2 2025.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.