Next Level Wealth Planning’s Palo Alto Networks PANW Stock Holding History

Next Level Wealth 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
2026 Q3	$1.99K	Buy	+5	New	+$1.78K	﹤0.01%	464

Other funds holding PANW

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Next Level Wealth Planning's PANW Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Palo Alto Networks (PANW) in Q3 2026: 5 shares worth $1.99K. The stake represents ﹤0.01% of the portfolio and ranks #464 among its holdings.

1,854 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

Next Level Wealth Planning held 5 shares of Palo Alto Networks worth $1.99K as of Q3 2026.
Palo Alto Networks was a new Next Level Wealth Planning position in Q3 2026.
Palo Alto Networks made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #464 holding.
1,854 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.