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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Personal CFO Solutions's PANW Position: Q1 2026 in Review

Personal CFO Solutions opened a new position in Palo Alto Networks (PANW) in Q1 2026: 1,269 shares worth $203K. The stake represents 0.03% of the portfolio and ranks #507 among its holdings. This is a return to the name: Personal CFO Solutions previously reported a position in PANW as recently as Q3 2025.

Personal CFO Solutions first reported a position in PANW in Q3 2022 and has held it in 7 quarters since. The position peaked at $385K in Q1 2023. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Personal CFO Solutions held 1,269 shares of Palo Alto Networks worth $203K as of Q1 2026.
Palo Alto Networks was a new Personal CFO Solutions position in Q1 2026.
Palo Alto Networks made up 0.03% of Personal CFO Solutions's portfolio in Q1 2026, its #507 holding.
Personal CFO Solutions first reported a position in Palo Alto Networks in Q3 2022 and has held it in 7 quarters since.
Personal CFO Solutions's Palo Alto Networks position peaked at $385K in Q1 2023.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.