Edge Capital Group’s Palo Alto Networks PANW Stock Holding History

Edge Capital 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
2024 Q4	$1.1M	Buy	6,018 +60	+1%	+$11.3K	0.05%	156
2024 Q3	$1.02M	Buy	5,958 +70	+1%	+$11.8K	0.05%	163
2024 Q2	$998K	Buy	5,888 +48	+0.8%	+$7.18K	0.05%	166
2024 Q1	$830K	Sell	5,840 -2,410	-29%	-$380K	0.04%	183
2023 Q4	$1.22M	Buy	8,250 +40	+0.5%	+$5.35K	0.07%	149
2023 Q3	$962K	Hold	8,210	–	–	0.06%	151
2023 Q2	$1.05M	Hold	8,210	–	–	0.06%	168
2023 Q1	$820K	Buy	8,210 +1,000	+14%	+$84.7K	0.05%	180
2022 Q4	$503K	Buy	7,210 +2,578	+56%	+$207K	0.04%	193
2022 Q3	$379K	Buy	4,632 +1,524	+49%	+$132K	0.03%	206
2022 Q2	$256K	Buy	+3,108	New	+$276K	0.02%	249

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Edge Capital Group's PANW Position: Q4 2024 in Review

Edge Capital Group increased its Palo Alto Networks (PANW) stake by 1% in Q4 2024, buying an estimated $11.3K and bringing the position to 6,018 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #156.

Edge Capital Group first reported a position in PANW in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.22M in Q4 2023. 2,291 funds tracked by Wall St. Rank hold PANW as of Q4 2024.

Edge Capital Group held 6,018 shares of Palo Alto Networks worth $1.1M as of Q4 2024.
Edge Capital Group bought 60 Palo Alto Networks shares in Q4 2024, an estimated $11.3K.
Palo Alto Networks made up 0.05% of Edge Capital Group's portfolio in Q4 2024, its #156 holding.
Edge Capital Group first reported a position in Palo Alto Networks in Q2 2022 and has held it in 11 quarters since.
Edge Capital Group's Palo Alto Networks position peaked at $1.22M in Q4 2023.
2,291 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.