Kaizen Financial Strategies’s Palo Alto Networks PANW Stock Holding History

Kaizen Financial Strategies’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	$238K	Sell	1,428 -382	-21%	-$64.2K	0.1%	149
2025 Q4	$333K	Sell	1,810 -106	-6%	-$21.4K	0.15%	118
2025 Q3	$405K	Sell	1,916 -196	-9%	-$37.5K	0.18%	98
2025 Q2	$432K	Buy	2,112 +12	+0.6%	+$2.23K	0.22%	87
2025 Q1	$358K	Sell	2,100 -100	-5%	-$18.5K	0.21%	90
2024 Q4	$400K	Buy	2,200 +600	+38%	+$113K	0.23%	78
2024 Q3	$273K	Hold	1,600	–	–	0.16%	104
2024 Q2	$254K	Sell	1,600 -20	-1%	-$2.99K	0.16%	104
2024 Q1	$230K	Buy	+1,620	New	+$256K	0.16%	109

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

Kaizen Financial Strategies's PANW Position: Q1 2026 in Review

Kaizen Financial Strategies reduced its Palo Alto Networks (PANW) stake by 21% in Q1 2026, selling an estimated $64.2K and leaving 1,428 shares worth $238K. The position accounts for 0.1% of the portfolio, ranked #149.

Kaizen Financial Strategies first reported a position in PANW in Q1 2024 and has held it in 9 quarters since. The position peaked at $432K in Q2 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Kaizen Financial Strategies held 1,428 shares of Palo Alto Networks worth $238K as of Q1 2026.
Kaizen Financial Strategies sold 382 Palo Alto Networks shares in Q1 2026, an estimated $64.2K.
Palo Alto Networks made up 0.1% of Kaizen Financial Strategies's portfolio in Q1 2026, its #149 holding.
Kaizen Financial Strategies first reported a position in Palo Alto Networks in Q1 2024 and has held it in 9 quarters since.
Kaizen Financial Strategies's Palo Alto Networks position peaked at $432K in Q2 2025.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Kaizen Financial Strategies's 13F filing for Q1 2026, filed 1 May 2026.