DWM
PANW icon

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

Drive 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
2026
Q1 		$362K Sell
2,257
-591
-21% -$99.3K 0.08% 213
2025
Q4 		$524K Sell
2,848
-107
-4% -$21.6K 0.1% 161
2025
Q3 		$602K Buy
2,955
+71
+2% +$13.6K 0.13% 136
2025
Q2 		$590K Sell
2,884
-21
-0.7% -$3.9K 0.13% 141
2025
Q1 		$496K Buy
2,905
+937
+48% +$173K 0.12% 138
2024
Q4 		$358K Buy
1,968
+112
+6% +$21.2K 0.09% 181
2024
Q3 		$317K Buy
1,856
+76
+4% +$12.8K 0.08% 200
2024
Q2 		$302K Buy
1,780
+88
+5% +$13.2K 0.08% 194
2024
Q1 		$240K Buy
1,692
+126
+8% +$19.9K 0.07% 251
2023
Q4 		$231K Buy
+1,566
New +$209K 0.07% 250

Other funds holding PANW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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 $1.47T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return