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Callan Capital’s Palo Alto Networks PANW Stock Holding History

Callan Capital’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
Q1 		$654K Buy
3,831
+604
+19% +$112K 0.05% 167
2024
Q4 		$587K Buy
3,227
+33
+1% +$6.23K 0.04% 154
2024
Q3 		$546K Buy
3,194
+192
+6% +$32.3K 0.04% 165
2024
Q2 		$509K Buy
3,002
+78
+3% +$11.7K 0.04% 156
2024
Q1 		$415K Buy
2,924
+478
+20% +$75.4K 0.04% 164
2023
Q4 		$361K Sell
2,446
-406
-14% -$54.3K 0.03% 157
2023
Q3 		$334K Buy
2,852
+536
+23% +$63.4K 0.04% 149
2023
Q2 		$296K Buy
2,316
+18
+0.8% +$1.87K 0.03% 144
2023
Q1 		$230K Buy
+2,298
New +$195K 0.03% 163
2022
Q2 		– Sell
-2,310
Closed -$240K – 124
2022
Q1 		$240K Hold
2,310
– – 0.03% 108
2021
Q4 		$214K Buy
+2,310
New +$200K 0.03% 128

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Callan Capital's PANW Position: Q1 2025 in Review

Callan Capital increased its Palo Alto Networks (PANW) stake by 19% in Q1 2025, buying an estimated $112K and bringing the position to 3,831 shares worth $654K. The position accounts for 0.05% of the portfolio, ranked #167.

Callan Capital first reported a position in PANW in Q4 2021 and has held it in 11 quarters since. 2,256 funds tracked by Wall St. Rank hold PANW as of Q1 2025.

  • Callan Capital held 3,831 shares of Palo Alto Networks worth $654K as of Q1 2025.
  • Callan Capital bought 604 Palo Alto Networks shares in Q1 2025, an estimated $112K.
  • Palo Alto Networks made up 0.05% of Callan Capital's portfolio in Q1 2025, its #167 holding.
  • Callan Capital first reported a position in Palo Alto Networks in Q4 2021 and has held it in 11 quarters since.
  • 2,256 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.