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Cloud Capital Management’s Palo Alto Networks PANW Stock Holding History

Cloud Capital 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
Q4 		– Sell
-227
Closed -$46K – 1090
2025
Q3 		$46K Sell
227
-2,385
-91% -$457K 0.02% 200
2025
Q2 		$446K Buy
2,612
+1,229
+89% +$228K 0.28% 49
2025
Q1 		$235K Buy
+1,383
New +$256K 0.17% 63

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cloud Capital Management's PANW Position: Q4 2025 in Review

Cloud Capital Management sold out of Palo Alto Networks (PANW) in Q4 2025, closing a stake of 227 shares — an estimated $46K sold.

Cloud Capital Management first reported a position in PANW in Q1 2025 and held it in 3 quarters. The position peaked at $446K in Q2 2025. 2,524 funds tracked by Wall St. Rank hold PANW as of Q4 2025.

  • Cloud Capital Management reported no remaining Palo Alto Networks position as of Q4 2025 after selling out during the quarter.
  • Cloud Capital Management sold 227 Palo Alto Networks shares in Q4 2025, an estimated $46K.
  • Cloud Capital Management first reported a position in Palo Alto Networks in Q1 2025 and held it in 3 quarters.
  • Cloud Capital Management's Palo Alto Networks position peaked at $446K in Q2 2025.
  • 2,524 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2025.

Based on Cloud Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.