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Bard Financial Services’s Palo Alto Networks PANW Stock Holding History

Bard Financial 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
Q3 		$3.01M Hold
14,760
– – 0.33% 74
2025
Q2 		$3.02M Hold
14,760
– – 0.36% 69
2025
Q1 		$2.52M Sell
14,760
-950
-6% -$176K 0.31% 74
2024
Q4 		$2.86M Buy
15,710
+150
+1% +$28.3K 0.34% 67
2024
Q3 		$2.66M Sell
15,560
-750
-5% -$126K 0.31% 73
2024
Q2 		$2.76M Buy
16,310
+50
+0.3% +$7.48K 0.29% 74
2024
Q1 		$2.31M Sell
16,260
-390
-2% -$61.5K 0.25% 84
2023
Q4 		$2.45M Buy
16,650
+360
+2% +$48.1K 0.28% 80
2023
Q3 		$1.91M Buy
16,290
+150
+0.9% +$17.8K 0.24% 84
2023
Q2 		$2.06M Hold
16,140
– – 0.16% 118
2023
Q1 		$1.61M Buy
16,140
+450
+3% +$38.1K 0.13% 130
2022
Q4 		$1.09M Sell
15,690
-2,800
-15% -$225K 0.09% 156
2022
Q3 		$1.51M Buy
18,490
+250
+1% +$21.6K 0.14% 127
2022
Q2 		$1.5M Buy
18,240
+150
+0.8% +$13.3K 0.14% 123
2022
Q1 		$1.88M Hold
18,090
– – 0.15% 112
2021
Q4 		$1.68M Hold
18,090
– – 0.14% 114
2021
Q3 		$1.44M Sell
18,090
-210
-1% -$14.8K 0.13% 125
2021
Q2 		$1.13M Buy
18,300
+450
+3% +$26.7K 0.1% 137
2021
Q1 		$958K Sell
17,850
-450
-2% -$26.7K 0.09% 142
2020
Q4 		$1.08M Buy
+18,300
New +$855K 0.11% 130

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bard Financial Services's PANW Position: Q3 2025 in Review

Bard Financial Services held its Palo Alto Networks (PANW) position steady in Q3 2025 at 14,760 shares worth $3.01M. The position accounts for 0.33% of the portfolio, ranked #74.

Bard Financial Services first reported a position in PANW in Q4 2020 and has held it in 20 quarters since. The position peaked at $3.02M in Q2 2025. 2,431 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

  • Bard Financial Services held 14,760 shares of Palo Alto Networks worth $3.01M as of Q3 2025.
  • Bard Financial Services left its Palo Alto Networks share count unchanged in Q3 2025.
  • Palo Alto Networks made up 0.33% of Bard Financial Services's portfolio in Q3 2025, its #74 holding.
  • Bard Financial Services first reported a position in Palo Alto Networks in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Palo Alto Networks position peaked at $3.02M in Q2 2025.
  • 2,431 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.