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USA Financial Formulas’s Palo Alto Networks PANW Stock Holding History

USA Financial Formulas’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 		$481 Hold
3
– – ﹤0.01% 390
2025
Q4 		$553 Buy
+3
New +$605 ﹤0.01% 359
2024
Q4 		– Sell
-7,894
Closed -$1.35M – 346
2024
Q3 		$1.35M Buy
+7,894
New +$1.33M 0.21% 37
2024
Q2 		– Sell
-6,046
Closed -$859K – 362
2024
Q1 		$859K Sell
6,046
-9,330
-61% -$1.47M 0.14% 83
2023
Q4 		$2.27M Buy
15,376
+13,620
+776% +$1.82M 0.4% 27
2023
Q3 		$206K Buy
+1,756
New +$208K 0.31% 90

Other funds holding PANW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

USA Financial Formulas's PANW Position: Q1 2026 in Review

USA Financial Formulas held its Palo Alto Networks (PANW) position steady in Q1 2026 at 3 shares worth $481. The position accounts for ﹤0.01% of the portfolio, ranked #390.

USA Financial Formulas first reported a position in PANW in Q3 2023 and has held it in 6 quarters since. The position peaked at $2.27M in Q4 2023. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • USA Financial Formulas held 3 shares of Palo Alto Networks worth $481 as of Q1 2026.
  • USA Financial Formulas left its Palo Alto Networks share count unchanged in Q1 2026.
  • Palo Alto Networks made up ﹤0.01% of USA Financial Formulas's portfolio in Q1 2026, its #390 holding.
  • USA Financial Formulas first reported a position in Palo Alto Networks in Q3 2023 and has held it in 6 quarters since.
  • USA Financial Formulas's Palo Alto Networks position peaked at $2.27M in Q4 2023.
  • 2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.