DCF Advisers’s Palo Alto Networks PANW Stock Holding History

DCF Advisers’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 Q3	–	Sell	-1,050	Closed	-$215K	–	110
2025 Q2	$215K	Buy	+1,050	New	+$195K	0.1%	77
2024 Q4	–	Sell	-2,000	Closed	-$342K	–	108
2024 Q3	$342K	Hold	2,000	–	–	0.14%	79
2024 Q2	$339K	Hold	2,000	–	–	0.17%	75
2024 Q1	$284K	Buy	+2,000	New	+$315K	0.14%	71
2023 Q3	–	Sell	-5,000	Closed	-$639K	–	102
2023 Q2	$639K	Buy	+5,000	New	+$520K	0.34%	51

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

DCF Advisers's PANW Position: Q3 2025 in Review

DCF Advisers sold out of Palo Alto Networks (PANW) in Q3 2025, closing a stake of 1,050 shares — an estimated $215K sold.

DCF Advisers first reported a position in PANW in Q2 2023 and held it in 5 quarters. The position peaked at $639K in Q2 2023. 2,430 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

DCF Advisers reported no remaining Palo Alto Networks position as of Q3 2025 after selling out during the quarter.
DCF Advisers sold 1,050 Palo Alto Networks shares in Q3 2025, an estimated $215K.
DCF Advisers first reported a position in Palo Alto Networks in Q2 2023 and held it in 5 quarters.
DCF Advisers's Palo Alto Networks position peaked at $639K in Q2 2023.
2,430 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on DCF Advisers's 13F filing for Q3 2025, filed 12 Nov 2025.