CPG
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Custom Portfolio Group’s Palo Alto Networks PANW Stock Holding History

Custom Portfolio Group’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
2024
Q2 		$203K Hold
1,200
– – 0.16% 46
2024
Q1 		$170K Hold
1,200
– – 0.14% 51
2023
Q4 		$177K Buy
+1,200
New +$160K 0.16% 44

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Custom Portfolio Group's PANW Position: Q2 2024 in Review

Custom Portfolio Group held its Palo Alto Networks (PANW) position steady in Q2 2024 at 1,200 shares worth $203K. The position accounts for 0.16% of the portfolio, ranked #46.

Custom Portfolio Group first reported a position in PANW in Q4 2023 and has held it in 3 quarters since. 2,008 funds tracked by Wall St. Rank hold PANW as of Q2 2024.

  • Custom Portfolio Group held 1,200 shares of Palo Alto Networks worth $203K as of Q2 2024.
  • Custom Portfolio Group left its Palo Alto Networks share count unchanged in Q2 2024.
  • Palo Alto Networks made up 0.16% of Custom Portfolio Group's portfolio in Q2 2024, its #46 holding.
  • Custom Portfolio Group first reported a position in Palo Alto Networks in Q4 2023 and has held it in 3 quarters since.
  • 2,008 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.