Key Financial Inc’s Palo Alto Networks PANW Stock Holding History

Key Financial Inc’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	$12.3K	Hold	36	–	–	﹤0.01%	824
2026 Q1	$5.77K	Sell	36 -142	-80%	-$23.9K	﹤0.01%	1006
2025 Q4	$32.8K	Buy	178 +43	+32%	+$8.68K	0.01%	616
2025 Q3	$27.9K	Hold	135	–	–	0.01%	640
2025 Q2	$27.6K	Hold	135	–	–	0.01%	620
2025 Q1	$23K	Buy	135 +99	+275%	+$18.3K	0.01%	630
2024 Q4	$6.55K	Hold	36	–	–	﹤0.01%	916
2024 Q3	$6.15K	Buy	36 +12	+50%	+$2.02K	﹤0.01%	925
2024 Q2	$4.07K	Hold	24	–	–	﹤0.01%	1005
2024 Q1	$3.41K	Sell	24 -30	-56%	-$4.73K	﹤0.01%	1027
2023 Q4	$7.96K	Hold	54	–	–	﹤0.01%	801
2023 Q3	$6.33K	Buy	54 +24	+80%	+$2.84K	﹤0.01%	839
2023 Q2	$3.83K	Hold	30	–	–	﹤0.01%	1033
2023 Q1	$3K	Hold	30	–	–	﹤0.01%	892
2022 Q4	$2.46K	Hold	30	–	–	﹤0.01%	918
2022 Q3	$2K	Hold	30	–	–	﹤0.01%	965
2022 Q2	$3K	Sell	30 -636	-95%	-$56.4K	﹤0.01%	900
2022 Q1	$69K	Buy	666 +636	+2,120%	+$56.9K	0.03%	319
2021 Q4	$3K	Buy	+30	New	+$2.6K	﹤0.01%	786

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

Key Financial Inc's PANW Position: Q2 2026 in Review

Key Financial Inc held its Palo Alto Networks (PANW) position steady in Q2 2026 at 36 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Key Financial Inc first reported a position in PANW in Q4 2021 and has held it in 19 quarters since. The position peaked at $69K in Q1 2022. 2,890 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Key Financial Inc held 36 shares of Palo Alto Networks worth $12.3K as of Q2 2026.
Key Financial Inc left its Palo Alto Networks share count unchanged in Q2 2026.
Palo Alto Networks made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #824 holding.
Key Financial Inc first reported a position in Palo Alto Networks in Q4 2021 and has held it in 19 quarters since.
Key Financial Inc's Palo Alto Networks position peaked at $69K in Q1 2022.
2,890 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.