Kelly Financial Services’s Palo Alto Networks PANW Stock Holding History

Kelly Financial Services’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	$267K	Buy	+784	New	+$179K	0.06%	114
2024 Q3	–	Sell	-686	Closed	-$116K	–	560
2024 Q2	$116K	Buy	686 +10	+1%	+$1.5K	0.04%	137
2024 Q1	$96K	Sell	676 -2	-0.3%	-$315	0.04%	156
2023 Q4	$100K	Hold	678	–	–	0.04%	138
2023 Q3	$79.5K	Buy	678 +44	+7%	+$5.21K	0.04%	144
2023 Q2	$81K	Buy	634 +6	+1%	+$624	0.04%	143
2023 Q1	$62.7K	Buy	628 +28	+5%	+$2.37K	0.03%	159
2022 Q4	$41.9K	Hold	600	–	–	0.02%	196
2022 Q3	$49.1K	Hold	600	–	–	0.03%	154
2022 Q2	$49.4K	Hold	600	–	–	0.03%	165
2022 Q1	$62.3K	Hold	600	–	–	0.03%	154
2021 Q4	$55.7K	Sell	600 -36	-6%	-$3.11K	0.03%	159
2021 Q3	$50.8K	Hold	636	–	–	0.03%	157
2021 Q2	$39.3K	Sell	636 -78	-11%	-$4.62K	0.02%	192
2021 Q1	$38.3K	Buy	714 +114	+19%	+$6.78K	0.02%	155
2020 Q4	$35.5K	Sell	600 -102	-15%	-$4.76K	0.02%	143
2020 Q3	$28.6K	Hold	702	–	–	0.02%	143
2020 Q2	$26.9K	Hold	702	–	–	0.02%	130
2020 Q1	$19.2K	Hold	702	–	–	0.02%	141
2019 Q4	$27.1K	Hold	702	–	–	0.02%	131
2019 Q3	$23.8K	Hold	702	–	–	0.02%	136
2019 Q2	$23.8K	Hold	702	–	–	0.02%	138
2019 Q1	$28.4K	Buy	+702	New	+$26K	0.03%	123

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

Kelly Financial Services's PANW Position: Q2 2026 in Review

Kelly Financial Services opened a new position in Palo Alto Networks (PANW) in Q2 2026: 784 shares worth $267K. The stake represents 0.06% of the portfolio and ranks #114 among its holdings. This is a return to the name: Kelly Financial Services previously reported a position in PANW as recently as Q2 2024.

Kelly Financial Services first reported a position in PANW in Q1 2019 and has held it in 23 quarters since. 2,915 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Kelly Financial Services held 784 shares of Palo Alto Networks worth $267K as of Q2 2026.
Palo Alto Networks was a new Kelly Financial Services position in Q2 2026.
Palo Alto Networks made up 0.06% of Kelly Financial Services's portfolio in Q2 2026, its #114 holding.
Kelly Financial Services first reported a position in Palo Alto Networks in Q1 2019 and has held it in 23 quarters since.
2,915 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.