CWC
PANW icon

Carolinas Wealth Consulting’s Palo Alto Networks PANW Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-1,722
Closed -$294K – 667
2025
Q1 		$294K Sell
1,722
-103
-6% -$19K 0.06% 145
2024
Q4 		$332K Sell
1,825
-15
-0.8% -$2.83K 0.07% 141
2024
Q3 		$314K Buy
1,840
+14
+0.8% +$2.36K 0.06% 147
2024
Q2 		$309K Buy
1,826
+4
+0.2% +$598 0.06% 137
2024
Q1 		$259K Sell
1,822
-270
-13% -$42.6K 0.05% 145
2023
Q4 		$308K Buy
2,092
+200
+11% +$26.7K 0.07% 124
2023
Q3 		$230K Sell
1,892
-414
-18% -$49K 0.06% 134
2023
Q2 		$295K Sell
2,306
-506
-18% -$52.7K 0.06% 142
2023
Q1 		$281K Buy
2,812
+44
+2% +$3.73K 0.06% 143
2022
Q4 		$193K Buy
2,768
+514
+23% +$41.3K 0.04% 165
2022
Q3 		$185K Sell
2,254
-194
-8% -$16.8K 0.05% 163
2022
Q2 		$202K Buy
2,448
+150
+7% +$13.3K 0.05% 160
2022
Q1 		$238K Buy
2,298
+798
+53% +$71.4K 0.05% 152
2021
Q4 		$139K Hold
1,500
– – 0.03% 222
2021
Q3 		$120K Hold
1,500
– – 0.03% 221
2021
Q2 		$93K Sell
1,500
-270
-15% -$16K 0.02% 273
2021
Q1 		$95K Hold
1,770
– – 0.02% 263
2020
Q4 		$105K Buy
+1,770
New +$82.7K 0.03% 228

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carolinas Wealth Consulting's PANW Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Palo Alto Networks (PANW) in Q2 2025, closing a stake of 1,722 shares — an estimated $294K sold.

Carolinas Wealth Consulting first reported a position in PANW in Q4 2020 and held it in 18 quarters. The position peaked at $332K in Q4 2024. 2,373 funds tracked by Wall St. Rank hold PANW as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Palo Alto Networks position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,722 Palo Alto Networks shares in Q2 2025, an estimated $294K.
  • Carolinas Wealth Consulting first reported a position in Palo Alto Networks in Q4 2020 and held it in 18 quarters.
  • Carolinas Wealth Consulting's Palo Alto Networks position peaked at $332K in Q4 2024.
  • 2,373 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.