Planning Strategies’s Palo Alto Networks PANW Stock Holding History

Planning Strategies’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	$16.7K	Buy	+49	New	+$11.2K	0.01%	266

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Norges Bank Oslo, Norway $1T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Planning Strategies's PANW Position: Q2 2026 in Review

Planning Strategies opened a new position in Palo Alto Networks (PANW) in Q2 2026: 49 shares worth $16.7K. The stake represents 0.01% of the portfolio and ranks #266 among its holdings.

2,783 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Planning Strategies held 49 shares of Palo Alto Networks worth $16.7K as of Q2 2026.
Palo Alto Networks was a new Planning Strategies position in Q2 2026.
Palo Alto Networks made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #266 holding.
2,783 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.