1858 Wealth Management’s Palo Alto Networks PANW Stock Holding History

1858 Wealth Management’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
2025 Q3	$3.14M	Sell	15,441 -776	-5%	-$149K	2.21%	14
2025 Q2	$3.32M	Sell	16,217 -1	-0%	-$186	2.45%	11
2025 Q1	$2.77M	Sell	16,218 -112	-0.7%	-$20.7K	2.34%	13
2024 Q4	$2.97M	Sell	16,330 -14	-0.1%	-$2.65K	2.35%	8
2024 Q3	$2.79M	Sell	16,344 -1,492	-8%	-$251K	2.3%	12
2024 Q2	$3.02M	Buy	17,836 +174	+1%	+$26K	2.51%	8
2024 Q1	$2.6M	Hold	17,662	–	–	2.47%	9
2023 Q4	$2.6M	Buy	+17,662	New	+$2.36M	2.47%	9

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

1858 Wealth Management's PANW Position: Q3 2025 in Review

1858 Wealth Management reduced its Palo Alto Networks (PANW) stake by 4.8% in Q3 2025, selling an estimated $149K and leaving 15,441 shares worth $3.14M. The position accounts for 2.21% of the portfolio, ranked #14.

1858 Wealth Management first reported a position in PANW in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.32M in Q2 2025. 2,430 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

1858 Wealth Management held 15,441 shares of Palo Alto Networks worth $3.14M as of Q3 2025.
1858 Wealth Management sold 776 Palo Alto Networks shares in Q3 2025, an estimated $149K.
Palo Alto Networks made up 2.21% of 1858 Wealth Management's portfolio in Q3 2025, its #14 holding.
1858 Wealth Management first reported a position in Palo Alto Networks in Q4 2023 and has held it in 8 quarters since.
1858 Wealth Management's Palo Alto Networks position peaked at $3.32M in Q2 2025.
2,430 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.