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Advantage Trust Company’s Palo Alto Networks PANW Stock Holding History

Advantage Trust Company’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
-700
Closed -$143K – 204
2025
Q2 		$143K Hold
700
– – 0.07% 69
2025
Q1 		$119K Hold
700
– – 0.07% 61
2024
Q4 		$127K Hold
700
– – 0.07% 60
2024
Q3 		$120K Hold
700
– – 0.08% 61
2024
Q2 		$119K Hold
700
– – 0.09% 60
2024
Q1 		$99.4K Hold
700
– – 0.07% 70
2023
Q4 		$103K Buy
+700
New +$93.6K 0.08% 69

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Advantage Trust Company's PANW Position: Q3 2025 in Review

Advantage Trust Company sold out of Palo Alto Networks (PANW) in Q3 2025, closing a stake of 700 shares — an estimated $143K sold.

Advantage Trust Company first reported a position in PANW in Q4 2023 and held it in 7 quarters. The position peaked at $143K in Q2 2025. 2,431 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

  • Advantage Trust Company reported no remaining Palo Alto Networks position as of Q3 2025 after selling out during the quarter.
  • Advantage Trust Company sold 700 Palo Alto Networks shares in Q3 2025, an estimated $143K.
  • Advantage Trust Company first reported a position in Palo Alto Networks in Q4 2023 and held it in 7 quarters.
  • Advantage Trust Company's Palo Alto Networks position peaked at $143K in Q2 2025.
  • 2,431 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on Advantage Trust Company's 13F filing for Q3 2025, filed 3 Nov 2025.