Delta Financial Group’s Palo Alto Networks PANW Stock Holding History

Delta Financial Group’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	$799K	Sell	4,326 -300	-6%	-$55.5K	0.18%	92
2024 Q4	$842K	Buy	+4,626	New	+$874K	0.2%	84
2024 Q2	–	Sell	-4,948	Closed	-$703K	–	196
2024 Q1	$703K	Sell	4,948 -152	-3%	-$24K	0.21%	92
2023 Q4	$752K	Buy	5,100 +600	+13%	+$80.2K	0.24%	81
2023 Q3	$528K	Buy	+4,500	New	+$533K	0.18%	97

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Delta Financial Group's PANW Position: Q1 2025 in Review

Delta Financial Group reduced its Palo Alto Networks (PANW) stake by 6.5% in Q1 2025, selling an estimated $55.5K and leaving 4,326 shares worth $799K. The position accounts for 0.18% of the portfolio, ranked #92.

Delta Financial Group first reported a position in PANW in Q3 2023 and has held it in 5 quarters since. The position peaked at $842K in Q4 2024. 2,256 funds tracked by Wall St. Rank hold PANW as of Q1 2025.

Delta Financial Group held 4,326 shares of Palo Alto Networks worth $799K as of Q1 2025.
Delta Financial Group sold 300 Palo Alto Networks shares in Q1 2025, an estimated $55.5K.
Palo Alto Networks made up 0.18% of Delta Financial Group's portfolio in Q1 2025, its #92 holding.
Delta Financial Group first reported a position in Palo Alto Networks in Q3 2023 and has held it in 5 quarters since.
Delta Financial Group's Palo Alto Networks position peaked at $842K in Q4 2024.
2,256 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.