Stonebridge Financial Planning Group’s Palo Alto Networks PANW Stock Holding History

Stonebridge Financial Planning Group’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	$431K	Hold	1,263	–	–	0.14%	133
2026 Q1	$202K	Buy	+1,263	New	+$212K	0.07%	171
2025 Q2	–	Sell	-1,180	Closed	-$201K	–	167
2025 Q1	$201K	Sell	1,180 -250	-17%	-$46.2K	0.09%	160
2024 Q4	$260K	Buy	1,430 +200	+16%	+$37.8K	0.12%	142
2024 Q3	$210K	Hold	1,230	–	–	0.1%	150
2024 Q2	$208K	Buy	+1,230	New	+$184K	0.1%	153
2022 Q1	–	Sell	-1,230	Closed	-$102K	–	283
2021 Q4	$102K	Buy	1,230 +180	+17%	+$15.6K	0.05%	161
2021 Q3	$87K	Buy	1,050 +450	+75%	+$31.6K	0.04%	179
2021 Q2	$39K	Hold	600	–	–	0.02%	233
2021 Q1	$36K	Hold	600	–	–	0.02%	241
2020 Q4	$36K	Hold	600	–	–	0.02%	228
2020 Q3	$25K	Hold	600	–	–	0.02%	247
2020 Q2	$23K	Hold	600	–	–	0.02%	249
2020 Q1	$18K	Hold	600	–	–	0.02%	258
2019 Q4	$23K	Buy	+600	New	+$22.7K	0.02%	232

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

Stonebridge Financial Planning Group's PANW Position: Q2 2026 in Review

Stonebridge Financial Planning Group held its Palo Alto Networks (PANW) position steady in Q2 2026 at 1,263 shares worth $431K. The position accounts for 0.14% of the portfolio, ranked #133.

Stonebridge Financial Planning Group first reported a position in PANW in Q4 2019 and has held it in 15 quarters since. 2,916 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Stonebridge Financial Planning Group held 1,263 shares of Palo Alto Networks worth $431K as of Q2 2026.
Stonebridge Financial Planning Group left its Palo Alto Networks share count unchanged in Q2 2026.
Palo Alto Networks made up 0.14% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #133 holding.
Stonebridge Financial Planning Group first reported a position in Palo Alto Networks in Q4 2019 and has held it in 15 quarters since.
2,916 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.