Almanack Investment Partners’s Palo Alto Networks PANW Stock Holding History

Almanack Investment Partners’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	-1,090	Closed	-$223K	–	227
2025 Q2	$223K	Buy	+1,090	New	+$202K	0.04%	190
2025 Q1	–	Sell	-1,204	Closed	-$219K	–	181
2024 Q4	$219K	Sell	1,204 -36	-3%	-$6.8K	0.03%	165
2024 Q3	$212K	Buy	+1,240	New	+$209K	0.03%	170
2024 Q1	–	Sell	-1,722	Closed	-$254K	–	181
2023 Q4	$254K	Sell	1,722 -10	-0.6%	-$1.34K	0.05%	140
2023 Q3	$203K	Sell	1,732 -920	-35%	-$109K	0.04%	147
2023 Q2	$339K	Sell	2,652 -830	-24%	-$86.4K	0.06%	117
2023 Q1	$348K	Buy	3,482 +4	+0.1%	+$339	0.07%	115
2022 Q4	$243K	Buy	+3,478	New	+$279K	0.05%	148
2022 Q3	–	Sell	-3,672	Closed	-$302K	–	864
2022 Q2	$302K	Buy	3,672 +1,590	+76%	+$141K	0.03%	315
2022 Q1	$216K	Buy	+2,082	New	+$186K	0.02%	441

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

Almanack Investment Partners's PANW Position: Q3 2025 in Review

Almanack Investment Partners sold out of Palo Alto Networks (PANW) in Q3 2025, closing a stake of 1,090 shares — an estimated $223K sold.

Almanack Investment Partners first reported a position in PANW in Q1 2022 and held it in 10 quarters. The position peaked at $348K in Q1 2023. 2,429 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

Almanack Investment Partners reported no remaining Palo Alto Networks position as of Q3 2025 after selling out during the quarter.
Almanack Investment Partners sold 1,090 Palo Alto Networks shares in Q3 2025, an estimated $223K.
Almanack Investment Partners first reported a position in Palo Alto Networks in Q1 2022 and held it in 10 quarters.
Almanack Investment Partners's Palo Alto Networks position peaked at $348K in Q1 2023.
2,429 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on Almanack Investment Partners's 13F filing for Q3 2025, filed 22 Oct 2025.