Cahaba Wealth Management’s Palo Alto Networks PANW Stock Holding History

Cahaba 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
2026 Q1	$720K	Buy	4,488 +76	+2%	+$12.8K	0.05%	69
2025 Q4	$813K	Sell	4,412 -13	-0.3%	-$2.62K	0.06%	66
2025 Q3	$901K	Buy	4,425 +138	+3%	+$26.4K	0.07%	58
2025 Q2	$877K	Hold	4,287	–	–	0.07%	60
2025 Q1	$732K	Buy	4,287 +7	+0.2%	+$1.29K	0.06%	67
2024 Q4	$779K	Hold	4,280	–	–	0.06%	66
2024 Q3	$731K	Sell	4,280 -56	-1%	-$9.43K	0.06%	72
2024 Q2	$735K	Buy	4,336 +16	+0.4%	+$2.39K	0.06%	65
2024 Q1	$614K	Hold	4,320	–	–	0.06%	74
2023 Q4	$637K	Hold	4,320	–	–	0.06%	67
2023 Q3	$506K	Buy	+4,320	New	+$511K	0.06%	77

Other funds holding PANW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Bank of America

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return