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 Q2	–	Sell	-200	Closed	-$34.1K	–	321
2025 Q1	$34.1K	Buy	+200	New	+$37K	﹤0.01%	301
2024 Q4	–	Sell	-400	Closed	-$68.4K	–	306
2024 Q3	$68.4K	Buy	+400	New	+$67.3K	0.01%	273
2024 Q2	–	Sell	-200	Closed	-$27	–	278
2024 Q1	$27	Sell	200 -79,800	-100%	-$12.6M	﹤0.01%	260
2023 Q4	$118	Buy	80,000 +79,600	+19,900%	+$10.6M	﹤0.01%	243
2023 Q3	$47	Buy	+400	New	+$47.3K	﹤0.01%	186
2023 Q1	–	Sell	-400	Closed	-$28	–	181
2022 Q4	$28	Buy	+400	New	+$32.1K	﹤0.01%	160

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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.