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

Centricity 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
Q2 		$2.05K Hold
10
– – ﹤0.01% 409
2025
Q1 		$1.71K Hold
10
– – ﹤0.01% 422
2024
Q4 		$1.82K Buy
+10
New +$1.89K ﹤0.01% 424

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Centricity Wealth Management's PANW Position: Q2 2025 in Review

Centricity Wealth Management held its Palo Alto Networks (PANW) position steady in Q2 2025 at 10 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Centricity Wealth Management first reported a position in PANW in Q4 2024 and has held it in 3 quarters since. 2,374 funds tracked by Wall St. Rank hold PANW as of Q2 2025.

  • Centricity Wealth Management held 10 shares of Palo Alto Networks worth $2.05K as of Q2 2025.
  • Centricity Wealth Management left its Palo Alto Networks share count unchanged in Q2 2025.
  • Palo Alto Networks made up ﹤0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #409 holding.
  • Centricity Wealth Management first reported a position in Palo Alto Networks in Q4 2024 and has held it in 3 quarters since.
  • 2,374 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.