CWM
PANW icon

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

Campbell 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
2024
Q4 		$211K Buy
+1,158
New +$219K 0.02% 91
2020
Q3 		– Sell
-84
Closed -$3K – 266
2020
Q2 		$3K Buy
+84
New +$2.96K ﹤0.01% 325

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Campbell Wealth Management's PANW Position: Q4 2024 in Review

Campbell Wealth Management opened a new position in Palo Alto Networks (PANW) in Q4 2024: 1,158 shares worth $211K. The stake represents 0.02% of the portfolio and ranks #91 among its holdings. This is a return to the name: Campbell Wealth Management previously reported a position in PANW as recently as Q2 2020.

Campbell Wealth Management first reported a position in PANW in Q2 2020 and has held it in 2 quarters since. 2,291 funds tracked by Wall St. Rank hold PANW as of Q4 2024.

  • Campbell Wealth Management held 1,158 shares of Palo Alto Networks worth $211K as of Q4 2024.
  • Palo Alto Networks was a new Campbell Wealth Management position in Q4 2024.
  • Palo Alto Networks made up 0.02% of Campbell Wealth Management's portfolio in Q4 2024, its #91 holding.
  • Campbell Wealth Management first reported a position in Palo Alto Networks in Q2 2020 and has held it in 2 quarters since.
  • 2,291 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.