Baldwin Wealth Partners’s Palo Alto Networks PANW Stock Holding History

Baldwin Wealth Partners’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 Q1	–	Sell	-1,566	Closed	-$285K	–	241
2024 Q4	$285K	Sell	1,566 -20	-1%	-$3.78K	0.02%	192
2024 Q3	$271K	Buy	1,586 +464	+41%	+$78.1K	0.02%	287
2024 Q2	$190K	Buy	1,122 +6	+0.5%	+$897	0.01%	207
2024 Q1	$159K	Hold	1,116	–	–	0.01%	229
2023 Q4	$165K	Hold	1,116	–	–	0.01%	228
2023 Q3	$131K	Sell	1,116 -2,040	-65%	-$241K	0.01%	268
2023 Q2	$403K	Hold	3,156	–	–	0.03%	182
2023 Q1	$315K	Buy	3,156 +66	+2%	+$5.59K	0.03%	202
2022 Q4	$216K	Buy	3,090 +996	+48%	+$80K	0.02%	226
2022 Q3	$172K	Buy	2,094 +2,040	+3,778%	+$177K	0.02%	181
2022 Q2	$4K	Hold	54	–	–	﹤0.01%	609
2022 Q1	$6K	Sell	54 -54	-50%	-$4.83K	﹤0.01%	576
2021 Q4	$10K	Hold	108	–	–	﹤0.01%	507
2021 Q3	$9K	Hold	108	–	–	﹤0.01%	533
2021 Q2	$7K	Hold	108	–	–	﹤0.01%	561
2021 Q1	$6K	Hold	108	–	–	﹤0.01%	547
2020 Q4	$6K	Hold	108	–	–	﹤0.01%	491
2020 Q3	$4K	Hold	108	–	–	﹤0.01%	488
2020 Q2	$4K	Hold	108	–	–	﹤0.01%	483
2020 Q1	$3K	Hold	108	–	–	﹤0.01%	502
2019 Q4	$4K	Buy	+108	New	+$4.08K	﹤0.01%	493
2017 Q2	–	Sell	-342	Closed	-$6K	–	496
2017 Q1	$6K	Hold	342	–	–	﹤0.01%	442
2016 Q4	$7K	Sell	342 -180	-34%	-$4.31K	﹤0.01%	457
2016 Q3	$14K	Sell	522 -2,400	-82%	-$54.7K	﹤0.01%	419
2016 Q2	$60K	Hold	2,922	–	–	0.01%	257
2016 Q1	$79K	Buy	+2,922	New	+$71.8K	0.01%	261

Other funds holding PANW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baldwin Wealth Partners's PANW Position: Q1 2025 in Review

Baldwin Wealth Partners sold out of Palo Alto Networks (PANW) in Q1 2025, closing a stake of 1,566 shares — an estimated $285K sold.

Baldwin Wealth Partners first reported a position in PANW in Q1 2016 and held it in 26 quarters. The position peaked at $403K in Q2 2023. 2,260 funds tracked by Wall St. Rank hold PANW as of Q1 2025.

Baldwin Wealth Partners reported no remaining Palo Alto Networks position as of Q1 2025 after selling out during the quarter.
Baldwin Wealth Partners sold 1,566 Palo Alto Networks shares in Q1 2025, an estimated $285K.
Baldwin Wealth Partners first reported a position in Palo Alto Networks in Q1 2016 and held it in 26 quarters.
Baldwin Wealth Partners's Palo Alto Networks position peaked at $403K in Q2 2023.
2,260 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2025.

Based on Baldwin Wealth Partners's 13F filing for Q1 2025, filed 14 Apr 2025.