AAS
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Avantax Advisory Services’s Palo Alto Networks PANW Stock Holding History

Avantax Advisory Services’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 		$10.9M Buy
53,145
+5,707
+12% +$1.06M 0.06% 256
2025
Q1 		$8.09M Buy
47,438
+3,798
+9% +$702K 0.05% 295
2024
Q4 		$7.94M Buy
43,640
+2,780
+7% +$525K 0.05% 281
2024
Q3 		$6.98M Sell
40,860
-1,246
-3% -$210K 0.05% 314
2024
Q2 		$7.14M Buy
42,106
+21,468
+104% +$3.21M 0.05% 279
2024
Q1 		$2.93M Buy
20,638
+2,458
+14% +$388K 0.03% 438
2023
Q4 		$2.68M Buy
18,180
+2,264
+14% +$303K 0.03% 427
2023
Q3 		$1.87M Buy
15,916
+542
+4% +$64.1K 0.02% 478
2023
Q2 		$1.96M Buy
15,374
+1,082
+8% +$113K 0.02% 460
2023
Q1 		$1.43M Buy
14,292
+3,130
+28% +$265K 0.02% 545
2022
Q4 		$779K Sell
11,162
-622
-5% -$49.9K 0.01% 710
2022
Q3 		$965K Sell
11,784
-444
-4% -$38.5K 0.01% 566
2022
Q2 		$1.01M Sell
12,228
-138
-1% -$12.2K 0.02% 547
2022
Q1 		$1.28M Buy
12,366
+126
+1% +$11.3K 0.02% 479
2021
Q4 		$1.14M Buy
12,240
+3,930
+47% +$340K 0.02% 504
2021
Q3 		$664K Buy
8,310
+1,830
+28% +$129K 0.01% 615
2021
Q2 		$402K Buy
6,480
+1,656
+34% +$98.1K 0.01% 785
2021
Q1 		$260K Sell
4,824
-90
-2% -$5.35K 0.01% 871
2020
Q4 		$289K Sell
4,914
-10,320
-68% -$482K 0.01% 739
2020
Q3 		$621K Buy
15,234
+8,250
+118% +$343K 0.01% 723
2020
Q2 		$268K Sell
6,984
-17,076
-71% -$602K 0.01% 687
2020
Q1 		$655K Sell
24,060
-2,100
-8% -$73.3K 0.02% 378
2019
Q4 		$1M Buy
26,160
+6,306
+32% +$238K 0.02% 334
2019
Q3 		$672K Buy
+19,854
New +$703K 0.03% 276
2019
Q2 		– Sell
-26,898
Closed -$1.09M – 539
2019
Q1 		$1.09M Buy
+26,898
New +$998K 0.06% 167

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avantax Advisory Services's PANW Position: Q2 2025 in Review

Avantax Advisory Services increased its Palo Alto Networks (PANW) stake by 12% in Q2 2025, buying an estimated $1.06M and bringing the position to 53,145 shares worth $10.9M. The position accounts for 0.06% of the portfolio, ranked #256.

Avantax Advisory Services first reported a position in PANW in Q1 2019 and has held it in 25 quarters since. 2,373 funds tracked by Wall St. Rank hold PANW as of Q2 2025.

  • Avantax Advisory Services held 53,145 shares of Palo Alto Networks worth $10.9M as of Q2 2025.
  • Avantax Advisory Services bought 5,707 Palo Alto Networks shares in Q2 2025, an estimated $1.06M.
  • Palo Alto Networks made up 0.06% of Avantax Advisory Services's portfolio in Q2 2025, its #256 holding.
  • Avantax Advisory Services first reported a position in Palo Alto Networks in Q1 2019 and has held it in 25 quarters since.
  • 2,373 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.