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Keener Financial Planning’s Palo Alto Networks PANW Stock Holding History

Keener Financial Planning’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
2025
Q4 		– Sell
-260
Closed -$52K – 150
2025
Q3 		$52K Hold
260
– – 0.02% 102
2025
Q2 		$53K Hold
260
– – 0.03% 101
2025
Q1 		$44K Buy
+260
New +$48.1K 0.03% 84

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Keener Financial Planning's PANW Position: Q4 2025 in Review

Keener Financial Planning sold out of Palo Alto Networks (PANW) in Q4 2025, closing a stake of 260 shares — an estimated $52K sold.

Keener Financial Planning first reported a position in PANW in Q1 2025 and held it in 3 quarters. The position peaked at $53K in Q2 2025. 2,528 funds tracked by Wall St. Rank hold PANW as of Q4 2025.

  • Keener Financial Planning reported no remaining Palo Alto Networks position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 260 Palo Alto Networks shares in Q4 2025, an estimated $52K.
  • Keener Financial Planning first reported a position in Palo Alto Networks in Q1 2025 and held it in 3 quarters.
  • Keener Financial Planning's Palo Alto Networks position peaked at $53K in Q2 2025.
  • 2,528 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.