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

AllSquare 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	$316K	Hold	1,550	–	–	0.17%	81
2025 Q2	$317K	Hold	1,550	–	–	0.18%	78
2025 Q1	$264K	Sell	1,550 -50	-3%	-$9.25K	0.16%	86
2024 Q4	$291K	Hold	1,600	–	–	0.17%	77
2024 Q3	$273K	Hold	1,600	–	–	0.16%	84
2024 Q2	$271K	Hold	1,600	–	–	0.16%	83
2024 Q1	$227K	Hold	1,600	–	–	0.13%	97
2023 Q4	$236K	Hold	1,600	–	–	0.14%	91
2023 Q3	$188K	Sell	1,600 -200	-11%	-$23.7K	0.12%	99
2023 Q2	$191K	Hold	1,800	–	–	0.12%	98
2023 Q1	$180K	Buy	1,800 +800	+80%	+$67.8K	0.12%	100
2022 Q4	$69.8K	Buy	+1,000	New	+$80.3K	0.05%	169

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

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

AllSquare Wealth Management held its Palo Alto Networks (PANW) position steady in Q3 2025 at 1,550 shares worth $316K. The position accounts for 0.17% of the portfolio, ranked #81.

AllSquare Wealth Management first reported a position in PANW in Q4 2022 and has held it in 12 quarters since. The position peaked at $317K in Q2 2025. 2,429 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

AllSquare Wealth Management held 1,550 shares of Palo Alto Networks worth $316K as of Q3 2025.
AllSquare Wealth Management left its Palo Alto Networks share count unchanged in Q3 2025.
Palo Alto Networks made up 0.17% of AllSquare Wealth Management's portfolio in Q3 2025, its #81 holding.
AllSquare Wealth Management first reported a position in Palo Alto Networks in Q4 2022 and has held it in 12 quarters since.
AllSquare Wealth Management's Palo Alto Networks position peaked at $317K in Q2 2025.
2,429 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.