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

Arete 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
-12,360
Closed -$2.52M – 640
2025
Q3 		$2.52M Buy
+12,360
New +$2.37M 0.16% 127
2025
Q1 		– Sell
-10,822
Closed -$1.97M – 787
2024
Q4 		$1.97M Buy
10,822
+3,560
+49% +$673K 0.14% 143
2024
Q3 		$1.24M Sell
7,262
-2,514
-26% -$423K 0.11% 188
2024
Q2 		$1.65M Buy
+9,776
New +$1.46M 0.14% 151
2024
Q1 		– Sell
-6,922
Closed -$1.02M – 629
2023
Q4 		$1.02M Buy
6,922
+1,948
+39% +$260K 0.08% 248
2023
Q3 		$583K Buy
4,974
+876
+21% +$104K 0.1% 211
2023
Q2 		$524K Buy
4,098
+256
+7% +$26.6K 0.05% 349
2023
Q1 		$384K Buy
3,842
+670
+21% +$56.8K 0.03% 406
2022
Q4 		$221K Buy
3,172
+88
+3% +$7.07K 0.02% 536
2022
Q3 		$253K Sell
3,084
-318
-9% -$27.5K 0.02% 450
2022
Q2 		$281K Buy
3,402
+384
+13% +$34.1K 0.03% 349
2022
Q1 		$313K Buy
3,018
+252
+9% +$22.6K 0.03% 366
2021
Q4 		$256K Sell
2,766
-1,590
-37% -$138K 0.02% 419
2021
Q3 		$348K Buy
+4,356
New +$306K 0.04% 305
2016
Q2 		– Sell
-131,070
Closed -$3.56M – 162
2016
Q1 		$3.56M Buy
+131,070
New +$3.22M 2.13% 9

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

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

Arete Wealth Advisors sold out of Palo Alto Networks (PANW) in Q4 2025, closing a stake of 12,360 shares — an estimated $2.52M sold.

Arete Wealth Advisors first reported a position in PANW in Q1 2016 and held it in 15 quarters. The position peaked at $3.56M in Q1 2016. 2,532 funds tracked by Wall St. Rank hold PANW as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Palo Alto Networks position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 12,360 Palo Alto Networks shares in Q4 2025, an estimated $2.52M.
  • Arete Wealth Advisors first reported a position in Palo Alto Networks in Q1 2016 and held it in 15 quarters.
  • Arete Wealth Advisors's Palo Alto Networks position peaked at $3.56M in Q1 2016.
  • 2,532 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2025.

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