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Caliber Wealth Management (Kansas)’s Palo Alto Networks PANW Stock Holding History

Caliber Wealth Management (Kansas)’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
-1,253
Closed -$256K – 284
2025
Q2 		$256K Buy
+1,253
New +$233K 0.03% 247

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s PANW Position: Q3 2025 in Review

Caliber Wealth Management (Kansas) sold out of Palo Alto Networks (PANW) in Q3 2025, closing a stake of 1,253 shares — an estimated $256K sold.

Caliber Wealth Management (Kansas) first reported a position in PANW in Q2 2025 and held it in 1 quarter. The position peaked at $256K in Q2 2025. 2,433 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

  • Caliber Wealth Management (Kansas) reported no remaining Palo Alto Networks position as of Q3 2025 after selling out during the quarter.
  • Caliber Wealth Management (Kansas) sold 1,253 Palo Alto Networks shares in Q3 2025, an estimated $256K.
  • Caliber Wealth Management (Kansas) first reported a position in Palo Alto Networks in Q2 2025 and held it in 1 quarter.
  • Caliber Wealth Management (Kansas)'s Palo Alto Networks position peaked at $256K in Q2 2025.
  • 2,433 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q3 2025, filed 5 Nov 2025.