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Castleview Partners’s Palo Alto Networks PANW Stock Holding History

Castleview Partners’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 		– Sell
-207
Closed -$37.4K – 440
2024
Q4 		$37.4K Buy
207
+83
+67% +$15.7K 0.02% 384
2024
Q3 		$21.2K Sell
124
-100
-45% -$16.8K 0.01% 441
2024
Q2 		$38K Sell
224
-438
-66% -$65.5K 0.02% 362
2024
Q1 		$94K Buy
662
+50
+8% +$7.89K 0.05% 262
2023
Q4 		$90.2K Hold
612
– – 0.06% 221
2023
Q3 		$71.7K Sell
612
-342
-36% -$40.5K 0.07% 208
2023
Q2 		$122K Buy
954
+342
+56% +$35.6K 0.11% 162
2023
Q1 		$61.1K Hold
612
– – 0.05% 247
2022
Q4 		$42.7K Hold
612
– – 0.04% 243
2022
Q3 		$50K Sell
612
-3,894
-86% -$337K 0.05% 254
2022
Q2 		$149 Buy
4,506
+3,414
+313% +$303K ﹤0.01% 746
2022
Q1 		$113K Buy
+1,092
New +$97.7K 0.07% 219

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Castleview Partners's PANW Position: Q1 2025 in Review

Castleview Partners sold out of Palo Alto Networks (PANW) in Q1 2025, closing a stake of 207 shares — an estimated $37.4K sold.

Castleview Partners first reported a position in PANW in Q1 2022 and held it in 12 quarters. The position peaked at $122K in Q2 2023. 2,260 funds tracked by Wall St. Rank hold PANW as of Q1 2025.

  • Castleview Partners reported no remaining Palo Alto Networks position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 207 Palo Alto Networks shares in Q1 2025, an estimated $37.4K.
  • Castleview Partners first reported a position in Palo Alto Networks in Q1 2022 and held it in 12 quarters.
  • Castleview Partners's Palo Alto Networks position peaked at $122K in Q2 2023.
  • 2,260 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.