Cassady Schiller Wealth Management’s Palo Alto Networks PANW Stock Holding History

Cassady Schiller 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	$6.91K	Buy	+38	New	+$7.18K	﹤0.01%	376

Other funds holding PANW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Cassady Schiller Wealth Management's PANW Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Palo Alto Networks (PANW) in Q4 2024: 38 shares worth $6.91K. The stake represents ﹤0.01% of the portfolio and ranks #376 among its holdings.

2,291 funds tracked by Wall St. Rank hold PANW as of Q4 2024.

Cassady Schiller Wealth Management held 38 shares of Palo Alto Networks worth $6.91K as of Q4 2024.
Palo Alto Networks was a new Cassady Schiller Wealth Management position in Q4 2024.
Palo Alto Networks made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #376 holding.
2,291 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.