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 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 $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

Planning Directions's PANW Position: Q1 2026 in Review

Planning Directions reduced its Palo Alto Networks (PANW) stake by 0.92% in Q1 2026, selling an estimated $3.36K and leaving 2,150 shares worth $345K. The position accounts for 0.17% of the portfolio, ranked #70.

Planning Directions first reported a position in PANW in Q3 2021 and has held it in 19 quarters since. The position peaked at $500K in Q4 2024. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Planning Directions held 2,150 shares of Palo Alto Networks worth $345K as of Q1 2026.
Planning Directions sold 20 Palo Alto Networks shares in Q1 2026, an estimated $3.36K.
Palo Alto Networks made up 0.17% of Planning Directions's portfolio in Q1 2026, its #70 holding.
Planning Directions first reported a position in Palo Alto Networks in Q3 2021 and has held it in 19 quarters since.
Planning Directions's Palo Alto Networks position peaked at $500K in Q4 2024.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.