PDS Planning’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.73M Buy
5,065
+191
+4% +$43.7K 0.1% 102
2026
Q1
$781K Buy
4,874
+1,526
+46% +$256K 0.05% 179
2025
Q4
$617K Buy
3,348
+137
+4% +$27.6K 0.04% 216
2025
Q3
$654K Sell
3,211
-15
-0.5% -$2.87K 0.05% 198
2025
Q2
$660K Buy
3,226
+119
+4% +$22.1K 0.05% 188
2025
Q1
$530K Buy
3,107
+517
+20% +$95.6K 0.04% 201
2024
Q4
$471K Buy
2,590
+36
+1% +$6.8K 0.04% 202
2024
Q3
$436K Buy
2,554
+104
+4% +$17.5K 0.04% 219
2024
Q2
$415K Buy
2,450
+630
+35% +$94.2K 0.04% 204
2024
Q1
$259K Buy
1,820
+194
+12% +$30.6K 0.03% 292
2023
Q4
$240K Buy
+1,626
New +$217K 0.03% 289

Other funds holding PANW

PDS Planning's PANW Position: Q2 2026 in Review

PDS Planning increased its Palo Alto Networks (PANW) stake by 3.9% in Q2 2026, buying an estimated $43.7K and bringing the position to 5,065 shares worth $1.73M. The position accounts for 0.1% of the portfolio, ranked #102.

PDS Planning first reported a position in PANW in Q4 2023 and has held it in 11 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • PDS Planning held 5,065 shares of Palo Alto Networks worth $1.73M as of Q2 2026.
  • PDS Planning bought 191 Palo Alto Networks shares in Q2 2026, an estimated $43.7K.
  • Palo Alto Networks made up 0.1% of PDS Planning's portfolio in Q2 2026, its #102 holding.
  • PDS Planning first reported a position in Palo Alto Networks in Q4 2023 and has held it in 11 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.