Claris Advisors’s Palo Alto Networks PANW Stock Holding History

Claris Advisors’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	–	Sell	-2	Closed	-$342	–	836
2024 Q3	$342	Buy	+2	New	+$337	﹤0.01%	783

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

Claris Advisors's PANW Position: Q4 2024 in Review

Claris Advisors sold out of Palo Alto Networks (PANW) in Q4 2024, closing a stake of 2 shares — an estimated $342 sold.

Claris Advisors first reported a position in PANW in Q3 2024 and held it in 1 quarter. The position peaked at $342 in Q3 2024. 2,291 funds tracked by Wall St. Rank hold PANW as of Q4 2024.

Claris Advisors reported no remaining Palo Alto Networks position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 2 Palo Alto Networks shares in Q4 2024, an estimated $342.
Claris Advisors first reported a position in Palo Alto Networks in Q3 2024 and held it in 1 quarter.
Claris Advisors's Palo Alto Networks position peaked at $342 in Q3 2024.
2,291 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.