AA Financial Advisors’s Palo Alto Networks PANW Stock Holding History

AA Financial Advisors’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	–	Sell	-987	Closed	-$202K	–	199
2025 Q2	$202K	Buy	+987	New	+$183K	0.04%	185

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

AA Financial Advisors's PANW Position: Q3 2025 in Review

AA Financial Advisors sold out of Palo Alto Networks (PANW) in Q3 2025, closing a stake of 987 shares — an estimated $202K sold.

AA Financial Advisors first reported a position in PANW in Q2 2025 and held it in 1 quarter. The position peaked at $202K in Q2 2025. 2,429 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

AA Financial Advisors reported no remaining Palo Alto Networks position as of Q3 2025 after selling out during the quarter.
AA Financial Advisors sold 987 Palo Alto Networks shares in Q3 2025, an estimated $202K.
AA Financial Advisors first reported a position in Palo Alto Networks in Q2 2025 and held it in 1 quarter.
AA Financial Advisors's Palo Alto Networks position peaked at $202K in Q2 2025.
2,429 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on AA Financial Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.