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Fi3 Financial Advisors’s Palo Alto Networks PANW Stock Holding History

Fi3 Financial Advisors’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
Q2 		$801K Buy
+6,863
New +$1.57M 0.19% 58
2025
Q3 		– Sell
-1,614
Closed -$330K – 177
2025
Q2 		$330K Sell
1,614
-87
-5% -$16.2K 0.12% 86
2025
Q1 		$290K Sell
1,701
-2,131
-56% -$394K 0.12% 82
2024
Q4 		$697K Buy
+3,832
New +$724K 0.26% 39

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fi3 Financial Advisors's PANW Position: Q2 2026 in Review

Fi3 Financial Advisors opened a new position in Palo Alto Networks (PANW) in Q2 2026: 6,863 shares worth $801K. The stake represents 0.19% of the portfolio and ranks #58 among its holdings. This is a return to the name: Fi3 Financial Advisors previously reported a position in PANW as recently as Q2 2025.

Fi3 Financial Advisors first reported a position in PANW in Q4 2024 and has held it in 4 quarters since. 2,916 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Fi3 Financial Advisors held 6,863 shares of Palo Alto Networks worth $801K as of Q2 2026.
  • Palo Alto Networks was a new Fi3 Financial Advisors position in Q2 2026.
  • Palo Alto Networks made up 0.19% of Fi3 Financial Advisors's portfolio in Q2 2026, its #58 holding.
  • Fi3 Financial Advisors first reported a position in Palo Alto Networks in Q4 2024 and has held it in 4 quarters since.
  • 2,916 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.