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Atria Wealth Solutions’s Palo Alto Networks PANW Stock Holding History

Atria Wealth Solutions’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
Q2 		$3.75M Sell
18,334
-23,269
-56% -$4.32M 0.08% 264
2025
Q1 		$7.1M Sell
41,603
-156
-0.4% -$28.8K 0.09% 248
2024
Q4 		$7.6M Sell
41,759
-8,949
-18% -$1.69M 0.08% 250
2024
Q3 		$8.67M Sell
50,708
-8,462
-14% -$1.42M 0.09% 218
2024
Q2 		$10M Sell
59,170
-8,488
-13% -$1.27M 0.11% 190
2024
Q1 		$9.61M Buy
67,658
+13,742
+25% +$2.17M 0.11% 199
2023
Q4 		$7.95M Buy
53,916
+854
+2% +$114K 0.1% 209
2023
Q3 		$6.22M Buy
53,062
+9,006
+20% +$1.07M 0.09% 240
2023
Q2 		$5.63M Buy
44,056
+6,084
+16% +$633K 0.08% 251
2023
Q1 		$3.79M Buy
37,972
+12,978
+52% +$1.1M 0.06% 339
2022
Q4 		$1.74M Buy
24,994
+676
+3% +$54.3K 0.03% 562
2022
Q3 		$1.99M Buy
24,318
+11,022
+83% +$954K 0.03% 483
2022
Q2 		$1.09M Sell
13,296
-19,512
-59% -$1.73M 0.02% 656
2022
Q1 		$3.4M Buy
+32,808
New +$2.94M 0.06% 335

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atria Wealth Solutions's PANW Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Palo Alto Networks (PANW) stake by 56% in Q2 2025, selling an estimated $4.32M and leaving 18,334 shares worth $3.75M. The position accounts for 0.08% of the portfolio, ranked #264.

Atria Wealth Solutions first reported a position in PANW in Q1 2022 and has held it in 14 quarters since. The position peaked at $10M in Q2 2024. 2,374 funds tracked by Wall St. Rank hold PANW as of Q2 2025.

  • Atria Wealth Solutions held 18,334 shares of Palo Alto Networks worth $3.75M as of Q2 2025.
  • Atria Wealth Solutions sold 23,269 Palo Alto Networks shares in Q2 2025, an estimated $4.32M.
  • Palo Alto Networks made up 0.08% of Atria Wealth Solutions's portfolio in Q2 2025, its #264 holding.
  • Atria Wealth Solutions first reported a position in Palo Alto Networks in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Palo Alto Networks position peaked at $10M in Q2 2024.
  • 2,374 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.