Personal CFO Solutions’s Palo Alto Networks PANW Stock Holding History

Personal CFO Solutions’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	$567K	Buy	1,663 +394	+31%	+$90.2K	0.08%	223
2026 Q1	$203K	Buy	+1,269	New	+$213K	0.03%	507
2025 Q4	–	Sell	-1,697	Closed	-$345K	–	520
2025 Q3	$345K	Buy	1,697 +167	+11%	+$32K	0.06%	300
2025 Q2	$313K	Buy	1,530 +169	+12%	+$31.4K	0.06%	318
2025 Q1	$232K	Buy	1,361 +193	+17%	+$35.7K	0.05%	385
2024 Q4	$213K	Buy	+1,168	New	+$221K	0.04%	432
2023 Q2	–	Sell	-3,854	Closed	-$385K	–	495
2023 Q1	$385K	Buy	+3,854	New	+$327K	0.08%	250
2022 Q4	–	Sell	-2,922	Closed	-$239K	–	488
2022 Q3	$239K	Buy	+2,922	New	+$253K	0.06%	312

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

Personal CFO Solutions's PANW Position: Q2 2026 in Review

Personal CFO Solutions increased its Palo Alto Networks (PANW) stake by 31% in Q2 2026, buying an estimated $90.2K and bringing the position to 1,663 shares worth $567K. The position accounts for 0.08% of the portfolio, ranked #223.

Personal CFO Solutions first reported a position in PANW in Q3 2022 and has held it in 8 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Personal CFO Solutions held 1,663 shares of Palo Alto Networks worth $567K as of Q2 2026.
Personal CFO Solutions bought 394 Palo Alto Networks shares in Q2 2026, an estimated $90.2K.
Palo Alto Networks made up 0.08% of Personal CFO Solutions's portfolio in Q2 2026, its #223 holding.
Personal CFO Solutions first reported a position in Palo Alto Networks in Q3 2022 and has held it in 8 quarters since.
2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.