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PANW icon

Apexium Financial’s Palo Alto Networks PANW Stock Holding History

Apexium Financial’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 		$499K Buy
2,450
+222
+10% +$42.5K 0.02% 194
2025
Q2 		$456K Buy
2,228
+65
+3% +$12.1K 0.02% 193
2025
Q1 		$369K Buy
2,163
+15
+0.7% +$2.77K 0.02% 206
2024
Q4 		$391K Buy
2,148
+62
+3% +$11.7K 0.02% 186
2024
Q3 		$356K Buy
2,086
+100
+5% +$16.8K 0.02% 174
2024
Q2 		$337K Buy
1,986
+288
+17% +$43.1K 0.02% 170
2024
Q1 		$241K Buy
+1,698
New +$268K 0.02% 200

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Apexium Financial's PANW Position: Q3 2025 in Review

Apexium Financial increased its Palo Alto Networks (PANW) stake by 10% in Q3 2025, buying an estimated $42.5K and bringing the position to 2,450 shares worth $499K. The position accounts for 0.02% of the portfolio, ranked #194.

Apexium Financial first reported a position in PANW in Q1 2024 and has held it in 7 quarters since. 2,429 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

  • Apexium Financial held 2,450 shares of Palo Alto Networks worth $499K as of Q3 2025.
  • Apexium Financial bought 222 Palo Alto Networks shares in Q3 2025, an estimated $42.5K.
  • Palo Alto Networks made up 0.02% of Apexium Financial's portfolio in Q3 2025, its #194 holding.
  • Apexium Financial first reported a position in Palo Alto Networks in Q1 2024 and has held it in 7 quarters since.
  • 2,429 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.