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Abich Financial Wealth Management’s Palo Alto Networks PANW Stock Holding History

Abich Financial 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 		$126K Buy
+617
New +$118K 0.04% 181
2024
Q3 		$2.73K Sell
16
-32
-67% -$5.39K 0.01% 312
2024
Q2 		$8.14K Buy
+48
New +$7.18K 0.01% 291
2024
Q1 		– Sell
-14
Closed -$2.06K – 604
2023
Q4 		$2.06K Buy
+14
New +$1.87K ﹤0.01% 320

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Abich Financial Wealth Management's PANW Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Palo Alto Networks (PANW) in Q3 2025: 617 shares worth $126K. The stake represents 0.04% of the portfolio and ranks #181 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in PANW as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in PANW in Q4 2023 and has held it in 4 quarters since. 2,430 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

  • Abich Financial Wealth Management held 617 shares of Palo Alto Networks worth $126K as of Q3 2025.
  • Palo Alto Networks was a new Abich Financial Wealth Management position in Q3 2025.
  • Palo Alto Networks made up 0.04% of Abich Financial Wealth Management's portfolio in Q3 2025, its #181 holding.
  • Abich Financial Wealth Management first reported a position in Palo Alto Networks in Q4 2023 and has held it in 4 quarters since.
  • 2,430 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.