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Bison Wealth’s Palo Alto Networks PANW Stock Holding History

Bison 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
2024
Q4 		$948K Buy
5,212
+1,338
+35% +$253K 0.21% 95
2024
Q3 		$662K Sell
3,874
-1,524
-28% -$257K 0.11% 190
2024
Q2 		$767K Hold
5,398
– – 0.12% 169
2024
Q1 		$767K Buy
5,398
+1,672
+45% +$264K 0.12% 169
2023
Q4 		$549K Buy
3,726
+36
+1% +$4.81K 0.1% 220
2023
Q3 		$433K Buy
3,690
+130
+4% +$15.4K 0.08% 237
2023
Q2 		$455K Buy
+3,560
New +$370K 0.08% 232

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Bison Wealth's PANW Position: Q4 2024 in Review

Bison Wealth increased its Palo Alto Networks (PANW) stake by 35% in Q4 2024, buying an estimated $253K and bringing the position to 5,212 shares worth $948K. The position accounts for 0.21% of the portfolio, ranked #95.

Bison Wealth first reported a position in PANW in Q2 2023 and has held it in 7 quarters since. 2,292 funds tracked by Wall St. Rank hold PANW as of Q4 2024.

  • Bison Wealth held 5,212 shares of Palo Alto Networks worth $948K as of Q4 2024.
  • Bison Wealth bought 1,338 Palo Alto Networks shares in Q4 2024, an estimated $253K.
  • Palo Alto Networks made up 0.21% of Bison Wealth's portfolio in Q4 2024, its #95 holding.
  • Bison Wealth first reported a position in Palo Alto Networks in Q2 2023 and has held it in 7 quarters since.
  • 2,292 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.