Chapin Davis’s Palo Alto Networks PANW Stock Holding History

Chapin Davis’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	-2,802	Closed	-$573K	–	257
2025 Q2	$573K	Hold	2,802	–	–	0.16%	126
2025 Q1	$478K	Buy	2,802 +1,219	+77%	+$225K	0.16%	126
2024 Q4	$541K	Sell	1,583 -1,583	-50%	-$299K	0.18%	121
2024 Q3	$541K	Sell	3,166 -1,000	-24%	-$168K	0.18%	122
2024 Q2	$706K	Buy	4,166 +420	+11%	+$62.8K	0.24%	92
2024 Q1	$532K	Sell	3,746 -2,444	-39%	-$386K	0.19%	121
2023 Q4	$913K	Buy	+6,190	New	+$828K	0.38%	66

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

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

Chapin Davis's PANW Position: Q3 2025 in Review

Chapin Davis sold out of Palo Alto Networks (PANW) in Q3 2025, closing a stake of 2,802 shares — an estimated $573K sold.

Chapin Davis first reported a position in PANW in Q4 2023 and held it in 7 quarters. The position peaked at $913K in Q4 2023. 2,431 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

Chapin Davis reported no remaining Palo Alto Networks position as of Q3 2025 after selling out during the quarter.
Chapin Davis sold 2,802 Palo Alto Networks shares in Q3 2025, an estimated $573K.
Chapin Davis first reported a position in Palo Alto Networks in Q4 2023 and held it in 7 quarters.
Chapin Davis's Palo Alto Networks position peaked at $913K in Q4 2023.
2,431 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on Chapin Davis's 13F filing for Q3 2025, filed 9 Oct 2025.