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

Congress 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	$24.2M	Buy	118,269 +1,269	+1%	+$236K	0.23%	101
2025 Q1	$20M	Buy	117,000 +10,365	+10%	+$1.92M	0.24%	107
2024 Q4	$19.4M	Buy	106,635 +8,235	+8%	+$1.56M	0.27%	103
2024 Q3	$16.8M	Buy	98,400 +81,644	+487%	+$13.7M	0.22%	132
2024 Q2	$2.84M	Buy	16,756 +2,316	+16%	+$346K	0.05%	307
2024 Q1	$2.05M	Sell	14,440 -1,628	-10%	-$257K	0.04%	313
2023 Q4	$2.37M	Buy	16,068 +6,598	+70%	+$882K	0.04%	297
2023 Q3	$1.11M	Buy	9,470 +7,614	+410%	+$901K	0.02%	360
2023 Q2	$237K	Sell	1,856 -540	-23%	-$56.2K	0.01%	513
2023 Q1	$240K	Sell	2,396 -8,838	-79%	-$749K	0.01%	514
2022 Q4	$784K	Buy	11,234 +844	+8%	+$67.8K	0.02%	357
2022 Q3	$851K	Buy	+10,390	New	+$900K	0.02%	343
2022 Q2	–	Sell	-1,980	Closed	-$205K	–	600
2022 Q1	$205K	Buy	+1,980	New	+$177K	﹤0.01%	577

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Congress Wealth Management increased its Palo Alto Networks (PANW) stake by 1.1% in Q2 2025, buying an estimated $236K and bringing the position to 118,269 shares worth $24.2M. The position accounts for 0.23% of the portfolio, ranked #101.

Congress Wealth Management first reported a position in PANW in Q1 2022 and has held it in 13 quarters since. 2,374 funds tracked by Wall St. Rank hold PANW as of Q2 2025.

Congress Wealth Management held 118,269 shares of Palo Alto Networks worth $24.2M as of Q2 2025.
Congress Wealth Management bought 1,269 Palo Alto Networks shares in Q2 2025, an estimated $236K.
Palo Alto Networks made up 0.23% of Congress Wealth Management's portfolio in Q2 2025, its #101 holding.
Congress Wealth Management first reported a position in Palo Alto Networks in Q1 2022 and has held it in 13 quarters since.
2,374 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.