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Brass Tax Wealth Management’s Palo Alto Networks PANW Stock Holding History

Brass Tax 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
Q3 		$274K Sell
1,346
-20
-1% -$3.83K 0.05% 198
2025
Q2 		$280K Buy
1,366
+118
+9% +$21.9K 0.05% 171
2025
Q1 		$213K Hold
1,248
– – 0.04% 206
2024
Q4 		$227K Hold
1,248
– – 0.05% 186
2024
Q3 		$213K Sell
1,248
-90
-7% -$15.1K 0.05% 187
2024
Q2 		$227K Buy
+1,338
New +$200K 0.1% 129

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Brass Tax Wealth Management's PANW Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its Palo Alto Networks (PANW) stake by 1.5% in Q3 2025, selling an estimated $3.83K and leaving 1,346 shares worth $274K. The position accounts for 0.05% of the portfolio, ranked #198.

Brass Tax Wealth Management first reported a position in PANW in Q2 2024 and has held it in 6 quarters since. The position peaked at $280K in Q2 2025. 2,430 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

  • Brass Tax Wealth Management held 1,346 shares of Palo Alto Networks worth $274K as of Q3 2025.
  • Brass Tax Wealth Management sold 20 Palo Alto Networks shares in Q3 2025, an estimated $3.83K.
  • Palo Alto Networks made up 0.05% of Brass Tax Wealth Management's portfolio in Q3 2025, its #198 holding.
  • Brass Tax Wealth Management first reported a position in Palo Alto Networks in Q2 2024 and has held it in 6 quarters since.
  • Brass Tax Wealth Management's Palo Alto Networks position peaked at $280K in Q2 2025.
  • 2,430 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.