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

United 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 		$13.6K Sell
40
-45
-53% -$10.3K 0.01% 205
2026
Q1 		$13.6K Buy
85
+30
+55% +$5.04K 0.01% 171
2025
Q4 		$10.1K Buy
+55
New +$11.1K 0.01% 204

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

United Financial Planning Group reduced its Palo Alto Networks (PANW) stake by 53% in Q2 2026, selling an estimated $10.3K and leaving 40 shares worth $13.6K. The position accounts for 0.01% of the portfolio, ranked #205.

United Financial Planning Group first reported a position in PANW in Q4 2025 and has held it in 3 quarters since. 2,901 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • United Financial Planning Group held 40 shares of Palo Alto Networks worth $13.6K as of Q2 2026.
  • United Financial Planning Group sold 45 Palo Alto Networks shares in Q2 2026, an estimated $10.3K.
  • Palo Alto Networks made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #205 holding.
  • United Financial Planning Group first reported a position in Palo Alto Networks in Q4 2025 and has held it in 3 quarters since.
  • 2,901 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.