Deane Retirement Strategies’s Palo Alto Networks PANW Stock Holding History

Deane Retirement Strategies’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	-304	Closed	-$51.9K	–	74
2025 Q1	$51.9K	Hold	304	–	–	0.02%	47
2024 Q4	$65.7K	Sell	304 -19,206	-98%	-$3.63M	0.03%	50
2024 Q3	$3.33M	Sell	19,510 -80	-0.4%	-$13.5K	1.62%	22
2024 Q2	$3.3M	Buy	19,590 +84	+0.4%	+$12.6K	1.69%	26
2024 Q1	$2.77M	Buy	+19,506	New	+$3.08M	1.41%	33
2018 Q2	–	Sell	-65,472	Closed	-$1.98M	–	67
2018 Q1	$1.98M	Buy	65,472 +828	+1%	+$23K	2.03%	11
2017 Q4	$1.56M	Buy	+64,644	New	+$1.57M	1.45%	32
2017 Q1	–	Sell	-73,314	Closed	-$1.53M	–	58
2016 Q4	$1.53M	Buy	+73,314	New	+$1.76M	1.36%	28
2015 Q3	–	Sell	-44,256	Closed	–	–	52
2015 Q2	$0	Sell	44,256 -401,760	-90%	-$10.7M	﹤0.01%	52
2015 Q1	$1.73M	Buy	+446,016	New	+$9.98M	1.66%	13

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

Deane Retirement Strategies's PANW Position: Q2 2025 in Review

Deane Retirement Strategies sold out of Palo Alto Networks (PANW) in Q2 2025, closing a stake of 304 shares — an estimated $51.9K sold.

Deane Retirement Strategies first reported a position in PANW in Q1 2015 and held it in 10 quarters. The position peaked at $3.33M in Q3 2024. 2,374 funds tracked by Wall St. Rank hold PANW as of Q2 2025.

Deane Retirement Strategies reported no remaining Palo Alto Networks position as of Q2 2025 after selling out during the quarter.
Deane Retirement Strategies sold 304 Palo Alto Networks shares in Q2 2025, an estimated $51.9K.
Deane Retirement Strategies first reported a position in Palo Alto Networks in Q1 2015 and held it in 10 quarters.
Deane Retirement Strategies's Palo Alto Networks position peaked at $3.33M in Q3 2024.
2,374 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2025.

Based on Deane Retirement Strategies's 13F filing for Q2 2025, filed 11 Jul 2025.