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Crescent Grove Advisors’s Palo Alto Networks PANW Stock Holding History

Crescent Grove 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
2025
Q2 		– Sell
-1,385
Closed -$236K – 294
2025
Q1 		$236K Buy
1,385
+243
+21% +$44.9K 0.02% 241
2024
Q4 		$208K Sell
1,142
-68
-6% -$12.8K 0.02% 263
2024
Q3 		$207K Sell
1,210
-860
-42% -$145K 0.02% 263
2024
Q2 		$351K Sell
2,070
-500
-19% -$74.8K 0.04% 195
2024
Q1 		$365K Sell
2,570
-840
-25% -$133K 0.04% 210
2023
Q4 		$503K Buy
3,410
+122
+4% +$16.3K 0.06% 174
2023
Q3 		$385K Buy
3,288
+868
+36% +$103K 0.05% 199
2023
Q2 		$309K Sell
2,420
-250
-9% -$26K 0.03% 229
2023
Q1 		$267K Buy
+2,670
New +$226K 0.03% 248

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Crescent Grove Advisors's PANW Position: Q2 2025 in Review

Crescent Grove Advisors sold out of Palo Alto Networks (PANW) in Q2 2025, closing a stake of 1,385 shares — an estimated $236K sold.

Crescent Grove Advisors first reported a position in PANW in Q1 2023 and held it in 9 quarters. The position peaked at $503K in Q4 2023. 2,376 funds tracked by Wall St. Rank hold PANW as of Q2 2025.

  • Crescent Grove Advisors reported no remaining Palo Alto Networks position as of Q2 2025 after selling out during the quarter.
  • Crescent Grove Advisors sold 1,385 Palo Alto Networks shares in Q2 2025, an estimated $236K.
  • Crescent Grove Advisors first reported a position in Palo Alto Networks in Q1 2023 and held it in 9 quarters.
  • Crescent Grove Advisors's Palo Alto Networks position peaked at $503K in Q4 2023.
  • 2,376 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2025.

Based on Crescent Grove Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.