Financial Gravity Asset Management’s Palo Alto Networks PANW Stock Holding History

Financial Gravity Asset Management’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	$321	Buy	+2	New	+$336	﹤0.01%	822
2025 Q4	–	Sell	-34	Closed	-$6.92K	–	877
2025 Q3	$6.92K	Buy	+34	New	+$6.51K	﹤0.01%	633
2025 Q1	$1.02K	Buy	+6	New	+$1.11K	﹤0.01%	878
2024 Q2	–	Sell	-6	Closed	-$984	–	1687
2024 Q1	$984	Sell	6 -2	-25%	-$315	﹤0.01%	742
2023 Q4	$1.27K	Buy	+8	New	+$1.07K	﹤0.01%	769
2021 Q3	–	Hold	0	–	–	–	81
2019 Q4	–	Sell	-12	Closed	–	–	1621
2019 Q3	$0	Hold	12	–	–	﹤0.01%	1456
2019 Q2	$0	Hold	12	–	–	﹤0.01%	1549
2019 Q1	$0	Buy	+12	New	+$445	﹤0.01%	1481
2018 Q3	$0	Hold	12	–	–	﹤0.01%	1558
2018 Q2	$0	Hold	12	–	–	﹤0.01%	1561
2018 Q1	$0	Buy	+12	New	+$333	﹤0.01%	1474

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Gravity Asset Management's PANW Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in Palo Alto Networks (PANW) in Q1 2026: 2 shares worth $321. The stake represents ﹤0.01% of the portfolio and ranks #822 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in PANW as recently as Q3 2025.

Financial Gravity Asset Management first reported a position in PANW in Q1 2018 and has held it in 11 quarters since. The position peaked at $6.92K in Q3 2025. 2,474 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Financial Gravity Asset Management held 2 shares of Palo Alto Networks worth $321 as of Q1 2026.
Palo Alto Networks was a new Financial Gravity Asset Management position in Q1 2026.
Palo Alto Networks made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #822 holding.
Financial Gravity Asset Management first reported a position in Palo Alto Networks in Q1 2018 and has held it in 11 quarters since.
Financial Gravity Asset Management's Palo Alto Networks position peaked at $6.92K in Q3 2025.
2,474 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.