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 Q2	$506K	Buy	1,436 +8	+0.6%	+$1.83K	0.16%	95
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 $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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kaizen Financial Strategies's PANW Position: Q2 2026 in Review

Kaizen Financial Strategies increased its Palo Alto Networks (PANW) stake by 0.56% in Q2 2026, buying an estimated $1.83K and bringing the position to 1,436 shares worth $506K. The position accounts for 0.16% of the portfolio, ranked #95.

Kaizen Financial Strategies first reported a position in PANW in Q1 2024 and has held it in 10 quarters since. 2,912 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Kaizen Financial Strategies held 1,436 shares of Palo Alto Networks worth $506K as of Q2 2026.
Kaizen Financial Strategies bought 8 Palo Alto Networks shares in Q2 2026, an estimated $1.83K.
Palo Alto Networks made up 0.16% of Kaizen Financial Strategies's portfolio in Q2 2026, its #95 holding.
Kaizen Financial Strategies first reported a position in Palo Alto Networks in Q1 2024 and has held it in 10 quarters since.
2,912 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.