EFG Asset Management’s Palo Alto Networks PANW Stock Holding History

EFG Asset 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 Q3	$5.67M	Sell	27,849 -2,816	-9%	-$539K	0.73%	39
2025 Q2	$6.27M	Buy	30,665 +6,695	+28%	+$1.24M	0.89%	22
2025 Q1	$4.09M	Sell	23,970 -3,780	-14%	-$699K	0.68%	41
2024 Q4	$5.05M	Buy	27,750 +10,108	+57%	+$1.91M	0.69%	39
2024 Q3	$3.02M	Buy	17,642 +1,960	+12%	+$330K	0.5%	71
2024 Q2	$2.66M	Sell	15,682 -6,142	-28%	-$919K	0.46%	74
2024 Q1	$3.1M	Buy	21,824 +4,896	+29%	+$772K	0.54%	56
2023 Q4	$2.5M	Sell	16,928 -6,056	-26%	-$810K	0.47%	75
2023 Q3	$2.69M	Sell	22,984 -12,380	-35%	-$1.47M	0.64%	56
2023 Q2	$4.52M	Sell	35,364 -23,084	-39%	-$2.4M	0.97%	32
2023 Q1	$5.84M	Sell	58,448 -7,918	-12%	-$671K	1.29%	9
2022 Q4	$4.65M	Sell	66,366 -11,780	-15%	-$946K	1.05%	25
2022 Q3	$6.4M	Sell	78,146 -2,524	-3%	-$219K	1.48%	8
2022 Q2	$6.64M	Sell	80,670 -12,024	-13%	-$1.07M	1.4%	14
2022 Q1	$9.62M	Sell	92,694 -9,342	-9%	-$836K	1.44%	13
2021 Q4	$9.46M	Buy	+102,036	New	+$8.83M	1.23%	27

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

EFG Asset Management's PANW Position: Q3 2025 in Review

EFG Asset Management reduced its Palo Alto Networks (PANW) stake by 9.2% in Q3 2025, selling an estimated $539K and leaving 27,849 shares worth $5.67M. The position accounts for 0.73% of the portfolio, ranked #39.

EFG Asset Management first reported a position in PANW in Q4 2021 and has held it in 16 quarters since. The position peaked at $9.62M in Q1 2022. 2,429 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

EFG Asset Management held 27,849 shares of Palo Alto Networks worth $5.67M as of Q3 2025.
EFG Asset Management sold 2,816 Palo Alto Networks shares in Q3 2025, an estimated $539K.
Palo Alto Networks made up 0.73% of EFG Asset Management's portfolio in Q3 2025, its #39 holding.
EFG Asset Management first reported a position in Palo Alto Networks in Q4 2021 and has held it in 16 quarters since.
EFG Asset Management's Palo Alto Networks position peaked at $9.62M in Q1 2022.
2,429 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.