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Black Point Wealth Management’s Palo Alto Networks PANW Stock Holding History

Black Point Wealth Management’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
-1,340
Closed -$244K – 33
2024
Q4 		$244K Buy
+1,340
New +$253K 0.28% 36

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Black Point Wealth Management's PANW Position: Q1 2025 in Review

Black Point Wealth Management sold out of Palo Alto Networks (PANW) in Q1 2025, closing a stake of 1,340 shares — an estimated $244K sold.

Black Point Wealth Management first reported a position in PANW in Q4 2024 and held it in 1 quarter. The position peaked at $244K in Q4 2024. 2,259 funds tracked by Wall St. Rank hold PANW as of Q1 2025.

  • Black Point Wealth Management reported no remaining Palo Alto Networks position as of Q1 2025 after selling out during the quarter.
  • Black Point Wealth Management sold 1,340 Palo Alto Networks shares in Q1 2025, an estimated $244K.
  • Black Point Wealth Management first reported a position in Palo Alto Networks in Q4 2024 and held it in 1 quarter.
  • Black Point Wealth Management's Palo Alto Networks position peaked at $244K in Q4 2024.
  • 2,259 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2025.

Based on Black Point Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.