AWA
PANW icon

Alta Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Alta Wealth Advisors’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
Q4 		– Sell
-7,706
Closed -$1.57M – 176
2025
Q3 		$1.57M Sell
7,706
-220
-3% -$42.1K 0.56% 42
2025
Q2 		$1.62M Buy
7,926
+5
+0.1% +$929 0.77% 28
2025
Q1 		$1.35M Sell
7,921
-39
-0.5% -$7.21K 0.62% 39
2024
Q4 		$1.45M Buy
7,960
+600
+8% +$113K 0.63% 34
2024
Q3 		$1.26M Sell
7,360
-54
-0.7% -$9.09K 0.57% 44
2024
Q2 		$1.26M Sell
7,414
-4
-0.1% -$598 0.63% 39
2024
Q1 		$1.05M Sell
7,418
-72
-1% -$11.4K 0.54% 47
2023
Q4 		$1.1M Buy
7,490
+158
+2% +$21.1K 0.62% 43
2023
Q3 		$859K Sell
7,332
-446
-6% -$52.8K 0.53% 55
2023
Q2 		$994K Sell
7,778
-88
-1% -$9.16K 0.58% 50
2023
Q1 		$786K Buy
7,866
+910
+13% +$77.1K 0.5% 64
2022
Q4 		$485K Buy
6,956
+50
+0.7% +$4.01K 0.33% 94
2022
Q3 		$566K Buy
6,906
+12
+0.2% +$1.04K 0.41% 76
2022
Q2 		$561K Buy
6,894
+42
+0.6% +$3.72K 0.39% 72
2022
Q1 		$711K Sell
6,852
-660
-9% -$59.1K 0.42% 70
2021
Q4 		$697K Buy
+7,512
New +$650K 0.43% 73

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Alta Wealth Advisors's PANW Position: Q4 2025 in Review

Alta Wealth Advisors sold out of Palo Alto Networks (PANW) in Q4 2025, closing a stake of 7,706 shares — an estimated $1.57M sold.

Alta Wealth Advisors first reported a position in PANW in Q4 2021 and held it in 16 quarters. The position peaked at $1.62M in Q2 2025. 2,528 funds tracked by Wall St. Rank hold PANW as of Q4 2025.

  • Alta Wealth Advisors reported no remaining Palo Alto Networks position as of Q4 2025 after selling out during the quarter.
  • Alta Wealth Advisors sold 7,706 Palo Alto Networks shares in Q4 2025, an estimated $1.57M.
  • Alta Wealth Advisors first reported a position in Palo Alto Networks in Q4 2021 and held it in 16 quarters.
  • Alta Wealth Advisors's Palo Alto Networks position peaked at $1.62M in Q2 2025.
  • 2,528 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2025.

Based on Alta Wealth Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.