PlanVest Financial’s Palo Alto Networks PANW Stock Holding History

PlanVest Financial’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	$92.1K	Buy	+270	New	+$61.8K	0.06%	158

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

PlanVest Financial's PANW Position: Q2 2026 in Review

PlanVest Financial opened a new position in Palo Alto Networks (PANW) in Q2 2026: 270 shares worth $92.1K. The stake represents 0.06% of the portfolio and ranks #158 among its holdings.

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

PlanVest Financial held 270 shares of Palo Alto Networks worth $92.1K as of Q2 2026.
Palo Alto Networks was a new PlanVest Financial position in Q2 2026.
Palo Alto Networks made up 0.06% of PlanVest Financial's portfolio in Q2 2026, its #158 holding.
2,783 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.