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Briaud Financial Planning’s Palo Alto Networks PANW Stock Holding History

Briaud Financial Planning’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 		– Sell
-140
Closed -$28K – 252
2025
Q2 		$28K Buy
+140
New +$26K 0.01% 138

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

Briaud Financial Planning's PANW Position: Q3 2025 in Review

Briaud Financial Planning sold out of Palo Alto Networks (PANW) in Q3 2025, closing a stake of 140 shares — an estimated $28K sold.

Briaud Financial Planning first reported a position in PANW in Q2 2025 and held it in 1 quarter. The position peaked at $28K in Q2 2025. 2,429 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

  • Briaud Financial Planning reported no remaining Palo Alto Networks position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 140 Palo Alto Networks shares in Q3 2025, an estimated $28K.
  • Briaud Financial Planning first reported a position in Palo Alto Networks in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Palo Alto Networks position peaked at $28K in Q2 2025.
  • 2,429 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.