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Concourse Financial Group Securities’s Palo Alto Networks PANW Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-5,145
Closed -$966K – 1460
2024
Q4 		$966K Buy
5,145
+45
+0.9% +$8.5K 0.05% 335
2024
Q3 		$872K Buy
5,100
+446
+10% +$75.1K 0.05% 338
2024
Q2 		$789K Sell
4,654
-2,738
-37% -$410K 0.05% 345
2024
Q1 		$1.05M Buy
7,392
+3,694
+100% +$583K 0.07% 279
2023
Q4 		$545K Sell
3,698
-492
-12% -$65.8K 0.04% 420
2023
Q3 		$491K Hold
4,190
– – 0.04% 416
2023
Q2 		$535K Sell
4,190
-778
-16% -$81K 0.04% 423
2023
Q1 		$496K Sell
4,968
-1,762
-26% -$149K 0.04% 436
2022
Q4 		$470K Buy
6,730
+4,258
+172% +$342K 0.04% 426
2022
Q3 		$202K Sell
2,472
-456
-16% -$39.5K 0.02% 539
2022
Q2 		$241K Buy
2,928
+84
+3% +$7.45K 0.02% 558
2022
Q1 		$295K Sell
2,844
-1,848
-39% -$165K 0.02% 535
2021
Q4 		$435K Sell
4,692
-30
-0.6% -$2.6K 0.02% 515
2021
Q3 		$377K Buy
4,722
+714
+18% +$50.2K 0.02% 534
2021
Q2 		$248K Sell
4,008
-6
-0.1% -$355 0.02% 649
2021
Q1 		$215K Buy
4,014
+444
+12% +$26.4K 0.02% 657
2020
Q4 		$211K Buy
3,570
+48
+1% +$2.24K 0.02% 618
2020
Q3 		$144K Buy
3,522
+108
+3% +$4.49K 0.01% 655
2020
Q2 		$131K Sell
3,414
-7,164
-68% -$252K 0.01% 634
2020
Q1 		$289K Buy
10,578
+2,298
+28% +$80.2K 0.03% 376
2019
Q4 		$319K Buy
8,280
+2,094
+34% +$79.2K 0.03% 387
2019
Q3 		$210K Sell
6,186
-564
-8% -$20K 0.05% 277
2019
Q2 		$229K Buy
6,750
+1,374
+26% +$51.4K 0.02% 435
2019
Q1 		$217K Buy
5,376
+1,860
+53% +$69K 0.02% 455
2018
Q4 		$110K Buy
3,516
+1,860
+112% +$58K 0.01% 608
2018
Q3 		$62K Buy
+1,656
New +$60.3K 0.02% 536

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Concourse Financial Group Securities's PANW Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Palo Alto Networks (PANW) in Q1 2025, closing a stake of 5,145 shares — an estimated $966K sold.

Concourse Financial Group Securities first reported a position in PANW in Q3 2018 and held it in 26 quarters. The position peaked at $1.05M in Q1 2024. 2,257 funds tracked by Wall St. Rank hold PANW as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Palo Alto Networks position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 5,145 Palo Alto Networks shares in Q1 2025, an estimated $966K.
  • Concourse Financial Group Securities first reported a position in Palo Alto Networks in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Palo Alto Networks position peaked at $1.05M in Q1 2024.
  • 2,257 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.