Planning Directions’s Palo Alto Networks PANW Stock Holding History

Planning Directions’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	$733K	Hold	2,150	–	–	0.34%	44
2026 Q1	$345K	Sell	2,150 -20	-0.9%	-$3.36K	0.17%	70
2025 Q4	$400K	Hold	2,170	–	–	0.2%	55
2025 Q3	$442K	Hold	2,170	–	–	0.23%	51
2025 Q2	$444K	Hold	2,170	–	–	0.25%	46
2025 Q1	$370K	Sell	2,170 -576	-21%	-$107K	0.16%	79
2024 Q4	$500K	Hold	2,746	–	–	0.29%	41
2024 Q3	$469K	Hold	2,746	–	–	0.28%	45
2024 Q2	$465K	Buy	2,746 +340	+14%	+$50.9K	0.32%	42
2024 Q1	$342K	Sell	2,406 -350	-13%	-$55.2K	0.24%	54
2023 Q4	$406K	Hold	2,756	–	–	0.29%	45
2023 Q3	$323K	Sell	2,756 -400	-13%	-$47.3K	0.25%	45
2023 Q2	$403K	Hold	3,156	–	–	0.29%	41
2023 Q1	$315K	Sell	3,156 -186	-6%	-$15.8K	0.23%	49
2022 Q4	$233K	Hold	3,342	–	–	0.18%	60
2022 Q3	$274K	Hold	3,342	–	–	0.22%	51
2022 Q2	$275K	Hold	3,342	–	–	0.21%	52
2022 Q1	$347K	Hold	3,342	–	–	0.24%	51
2021 Q4	$310K	Buy	3,342 +120	+4%	+$10.4K	0.21%	57
2021 Q3	$257K	Buy	+3,222	New	+$226K	0.19%	59

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

Planning Directions's PANW Position: Q2 2026 in Review

Planning Directions held its Palo Alto Networks (PANW) position steady in Q2 2026 at 2,150 shares worth $733K. The position accounts for 0.34% of the portfolio, ranked #44.

Planning Directions first reported a position in PANW in Q3 2021 and has held it in 20 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Planning Directions held 2,150 shares of Palo Alto Networks worth $733K as of Q2 2026.
Planning Directions left its Palo Alto Networks share count unchanged in Q2 2026.
Palo Alto Networks made up 0.34% of Planning Directions's portfolio in Q2 2026, its #44 holding.
Planning Directions first reported a position in Palo Alto Networks in Q3 2021 and has held it in 20 quarters since.
2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

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