Peak Retirement Planning’s Palo Alto Networks PANW Stock Holding History

Peak Retirement 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 Q2	$402K	Buy	+1,180	New	+$270K	0.06%	111
2026 Q1	–	Sell	-15,486	Closed	-$2.85M	–	159
2025 Q4	$2.85M	Buy	15,486 +3,873	+33%	+$781K	0.67%	30
2025 Q3	$2.36M	Buy	11,613 +3,485	+43%	+$667K	0.67%	31
2025 Q2	$1.66M	Buy	8,128 +1,795	+28%	+$333K	0.67%	27
2025 Q1	$1.08M	Buy	6,333 +1,216	+24%	+$225K	0.6%	40
2024 Q4	$930K	Buy	+5,117	New	+$967K	0.63%	43

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

Peak Retirement Planning's PANW Position: Q2 2026 in Review

Peak Retirement Planning opened a new position in Palo Alto Networks (PANW) in Q2 2026: 1,180 shares worth $402K. The stake represents 0.06% of the portfolio and ranks #111 among its holdings. This is a return to the name: Peak Retirement Planning previously reported a position in PANW as recently as Q4 2025.

Peak Retirement Planning first reported a position in PANW in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.85M in Q4 2025. 2,883 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Peak Retirement Planning held 1,180 shares of Palo Alto Networks worth $402K as of Q2 2026.
Palo Alto Networks was a new Peak Retirement Planning position in Q2 2026.
Palo Alto Networks made up 0.06% of Peak Retirement Planning's portfolio in Q2 2026, its #111 holding.
Peak Retirement Planning first reported a position in Palo Alto Networks in Q4 2024 and has held it in 6 quarters since.
Peak Retirement Planning's Palo Alto Networks position peaked at $2.85M in Q4 2025.
2,883 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.