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

Destination 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
Q4 		– Sell
-1,114
Closed -$227K – 344
2025
Q3 		$227K Buy
+1,114
New +$213K 0.01% 248
2025
Q2 		– Sell
-3,100
Closed -$529K – 278
2025
Q1 		$529K Buy
+3,100
New +$573K 0.02% 163

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Destination Wealth Management's PANW Position: Q4 2025 in Review

Destination Wealth Management sold out of Palo Alto Networks (PANW) in Q4 2025, closing a stake of 1,114 shares — an estimated $227K sold.

Destination Wealth Management first reported a position in PANW in Q1 2025 and held it in 2 quarters. The position peaked at $529K in Q1 2025. 2,524 funds tracked by Wall St. Rank hold PANW as of Q4 2025.

  • Destination Wealth Management reported no remaining Palo Alto Networks position as of Q4 2025 after selling out during the quarter.
  • Destination Wealth Management sold 1,114 Palo Alto Networks shares in Q4 2025, an estimated $227K.
  • Destination Wealth Management first reported a position in Palo Alto Networks in Q1 2025 and held it in 2 quarters.
  • Destination Wealth Management's Palo Alto Networks position peaked at $529K in Q1 2025.
  • 2,524 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2025.

Based on Destination Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.