BlueSky Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

BlueSky Wealth Advisors’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	–	Sell	-1,200	Closed	-$205K	–	74
2025 Q1	$205K	Hold	1,200	–	–	0.03%	71
2024 Q4	$218K	Hold	1,200	–	–	0.03%	71
2024 Q3	$205K	Hold	1,200	–	–	0.03%	73
2024 Q2	$203K	Buy	+1,200	New	+$179K	0.03%	74

Other funds holding PANW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlueSky Wealth Advisors's PANW Position: Q2 2025 in Review

BlueSky Wealth Advisors sold out of Palo Alto Networks (PANW) in Q2 2025, closing a stake of 1,200 shares — an estimated $205K sold.

BlueSky Wealth Advisors first reported a position in PANW in Q2 2024 and held it in 4 quarters. The position peaked at $218K in Q4 2024. 2,373 funds tracked by Wall St. Rank hold PANW as of Q2 2025.

BlueSky Wealth Advisors reported no remaining Palo Alto Networks position as of Q2 2025 after selling out during the quarter.
BlueSky Wealth Advisors sold 1,200 Palo Alto Networks shares in Q2 2025, an estimated $205K.
BlueSky Wealth Advisors first reported a position in Palo Alto Networks in Q2 2024 and held it in 4 quarters.
BlueSky Wealth Advisors's Palo Alto Networks position peaked at $218K in Q4 2024.
2,373 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2025.

Based on BlueSky Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.