APW
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Austin Private Wealth’s Palo Alto Networks PANW Stock Holding History

Austin Private Wealth’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 		$737K Sell
3,999
-507
-11% -$102K 0.05% 133
2025
Q3 		$918K Sell
4,506
-111
-2% -$21.2K 0.07% 118
2025
Q2 		$945K Sell
4,617
-751
-14% -$139K 0.07% 114
2025
Q1 		$916K Buy
5,368
+53
+1% +$9.8K 0.08% 107
2024
Q4 		$967K Buy
5,315
+181
+4% +$34.2K 0.09% 89
2024
Q3 		$877K Sell
5,134
-44
-0.8% -$7.41K 0.08% 91
2024
Q2 		$878K Buy
5,178
+166
+3% +$24.8K 0.09% 81
2024
Q1 		$675K Buy
5,012
+1,420
+40% +$224K 0.08% 93
2023
Q4 		$530K Buy
3,592
+114
+3% +$15.2K 0.07% 100
2023
Q3 		$408K Sell
3,478
-148
-4% -$17.5K 0.06% 103
2023
Q2 		$463K Buy
3,626
+138
+4% +$14.4K 0.07% 98
2023
Q1 		$348K Buy
3,488
+512
+17% +$43.4K 0.06% 108
2022
Q4 		$208K Sell
2,976
-174
-6% -$14K 0.04% 142
2022
Q3 		$258K Buy
3,150
+96
+3% +$8.31K 0.05% 106
2022
Q2 		$251K Buy
3,054
+60
+2% +$5.32K 0.06% 109
2022
Q1 		$311K Sell
2,994
-144
-5% -$12.9K 0.06% 103
2021
Q4 		$291K Buy
+3,138
New +$271K 0.06% 114

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Austin Private Wealth's PANW Position: Q4 2025 in Review

Austin Private Wealth reduced its Palo Alto Networks (PANW) stake by 11% in Q4 2025, selling an estimated $102K and leaving 3,999 shares worth $737K. The position accounts for 0.05% of the portfolio, ranked #133.

Austin Private Wealth first reported a position in PANW in Q4 2021 and has held it in 17 quarters since. The position peaked at $967K in Q4 2024. 2,525 funds tracked by Wall St. Rank hold PANW as of Q4 2025.

  • Austin Private Wealth held 3,999 shares of Palo Alto Networks worth $737K as of Q4 2025.
  • Austin Private Wealth sold 507 Palo Alto Networks shares in Q4 2025, an estimated $102K.
  • Palo Alto Networks made up 0.05% of Austin Private Wealth's portfolio in Q4 2025, its #133 holding.
  • Austin Private Wealth first reported a position in Palo Alto Networks in Q4 2021 and has held it in 17 quarters since.
  • Austin Private Wealth's Palo Alto Networks position peaked at $967K in Q4 2024.
  • 2,525 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.