Catalyst Private Wealth’s Palo Alto Networks PANW Stock Holding History

Catalyst Private Wealth’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	-3,050	Closed	-$520K	–	81
2025 Q1	$520K	Hold	3,050	–	–	0.25%	44
2024 Q4	$555K	Hold	3,050	–	–	0.25%	48
2024 Q3	$521K	Sell	3,050 -20	-0.7%	-$3.37K	0.26%	51
2024 Q2	$520K	Sell	3,070 -430	-12%	-$64.3K	0.28%	51
2024 Q1	$497K	Buy	3,500 +1,498	+75%	+$236K	0.26%	53
2023 Q4	$295K	Buy	2,002 +14	+0.7%	+$1.87K	0.14%	64
2023 Q3	$233K	Sell	1,988 -12	-0.6%	-$1.42K	0.14%	66
2023 Q2	$256K	Sell	2,000 -64	-3%	-$6.66K	0.16%	66
2023 Q1	$206K	Buy	+2,064	New	+$175K	0.14%	71

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 $3.37T AUM 44.26% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Catalyst Private Wealth's PANW Position: Q2 2025 in Review

Catalyst Private Wealth sold out of Palo Alto Networks (PANW) in Q2 2025, closing a stake of 3,050 shares — an estimated $520K sold.

Catalyst Private Wealth first reported a position in PANW in Q1 2023 and held it in 9 quarters. The position peaked at $555K in Q4 2024. 2,374 funds tracked by Wall St. Rank hold PANW as of Q2 2025.

Catalyst Private Wealth reported no remaining Palo Alto Networks position as of Q2 2025 after selling out during the quarter.
Catalyst Private Wealth sold 3,050 Palo Alto Networks shares in Q2 2025, an estimated $520K.
Catalyst Private Wealth first reported a position in Palo Alto Networks in Q1 2023 and held it in 9 quarters.
Catalyst Private Wealth's Palo Alto Networks position peaked at $555K in Q4 2024.
2,374 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2025.

Based on Catalyst Private Wealth's 13F filing for Q2 2025, filed 9 Jul 2025.