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

CarsonAllaria 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
2025 Q3	–	Sell	-40	Closed	-$8.19K	–	258
2025 Q2	$8.19K	Hold	40	–	–	﹤0.01%	262
2025 Q1	$6.83K	Hold	40	–	–	﹤0.01%	274
2024 Q4	$7.28K	Hold	40	–	–	﹤0.01%	266
2024 Q3	$6.84K	Hold	40	–	–	﹤0.01%	289
2024 Q2	$6.78K	Hold	40	–	–	﹤0.01%	279
2024 Q1	$5.68K	Hold	40	–	–	﹤0.01%	285
2023 Q4	$5.9K	Hold	40	–	–	﹤0.01%	250
2023 Q3	$4.69K	Hold	40	–	–	﹤0.01%	261
2023 Q2	$5.11K	Hold	40	–	–	﹤0.01%	264
2023 Q1	$4K	Hold	40	–	–	﹤0.01%	267
2022 Q4	$3K	Buy	+40	New	+$3.21K	﹤0.01%	270

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

CarsonAllaria Wealth Management's PANW Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Palo Alto Networks (PANW) in Q3 2025, closing a stake of 40 shares — an estimated $8.19K sold.

CarsonAllaria Wealth Management first reported a position in PANW in Q4 2022 and held it in 11 quarters. The position peaked at $8.19K in Q2 2025. 2,433 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Palo Alto Networks position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 40 Palo Alto Networks shares in Q3 2025, an estimated $8.19K.
CarsonAllaria Wealth Management first reported a position in Palo Alto Networks in Q4 2022 and held it in 11 quarters.
CarsonAllaria Wealth Management's Palo Alto Networks position peaked at $8.19K in Q2 2025.
2,433 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.