AR
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Advisory Research’s Palo Alto Networks PANW Stock Holding History

Advisory Research’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
2023
Q4 		– Sell
-3,974
Closed -$466K – 442
2023
Q3 		$466K Buy
3,974
+312
+9% +$36.9K 0.06% 289
2023
Q2 		$468K Buy
+3,662
New +$381K 0.06% 297
2018
Q3 		– Sell
-13,392
Closed -$459K – 384
2018
Q2 		$459K Buy
+13,392
New +$446K 0.01% 318
2017
Q1 		– Sell
-42,702
Closed -$890K – 412
2016
Q4 		$890K Buy
+42,702
New +$1.02M 0.01% 289

Other funds holding PANW

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM