Boston Financial Management’s Palo Alto Networks PANW Stock Holding History

Boston Financial 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
2024 Q4	$7.2M	Sell	39,565 -3,041	-7%	-$574K	0.22%	85
2024 Q3	$7.28M	Sell	42,606 -10,878	-20%	-$1.83M	0.22%	86
2024 Q2	$9.07M	Sell	53,484 -252	-0.5%	-$37.7K	0.29%	73
2024 Q1	$7.63M	Sell	53,736 -460	-0.8%	-$72.6K	0.24%	80
2023 Q4	$7.99M	Buy	54,196 +1,608	+3%	+$215K	0.27%	74
2023 Q3	$6.16M	Sell	52,588 -1,692	-3%	-$200K	0.23%	86
2023 Q2	$6.93M	Buy	54,280 +4,580	+9%	+$477K	0.25%	81
2023 Q1	$4.96M	Buy	49,700 +68	+0.1%	+$5.76K	0.19%	91
2022 Q4	$3.46M	Buy	49,632 +6,600	+15%	+$530K	0.14%	106
2022 Q3	$3.52M	Buy	+43,032	New	+$3.73M	0.15%	96

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Boston Financial Management's PANW Position: Q4 2024 in Review

Boston Financial Management reduced its Palo Alto Networks (PANW) stake by 7.1% in Q4 2024, selling an estimated $574K and leaving 39,565 shares worth $7.2M. The position accounts for 0.22% of the portfolio, ranked #85.

Boston Financial Management first reported a position in PANW in Q3 2022 and has held it in 10 quarters since. The position peaked at $9.07M in Q2 2024. 2,292 funds tracked by Wall St. Rank hold PANW as of Q4 2024.

Boston Financial Management held 39,565 shares of Palo Alto Networks worth $7.2M as of Q4 2024.
Boston Financial Management sold 3,041 Palo Alto Networks shares in Q4 2024, an estimated $574K.
Palo Alto Networks made up 0.22% of Boston Financial Management's portfolio in Q4 2024, its #85 holding.
Boston Financial Management first reported a position in Palo Alto Networks in Q3 2022 and has held it in 10 quarters since.
Boston Financial Management's Palo Alto Networks position peaked at $9.07M in Q2 2024.
2,292 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.