EWM
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Elite Wealth Management’s Palo Alto Networks PANW Stock Holding History

Elite 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
Q1 		– Sell
-1,346
Closed -$245K – 38
2024
Q4 		$245K Buy
1,346
+2
+0.1% +$378 0.03% 34
2024
Q3 		$230K Sell
1,344
-234
-15% -$39.4K 0.03% 38
2024
Q2 		$267K Sell
1,578
-33,412
-95% -$5M 0.01% 40
2024
Q1 		$4.97M Sell
34,990
-8,968
-20% -$1.41M 0.18% 16
2023
Q4 		$6.48M Sell
43,958
-1,856
-4% -$248K 0.4% 10
2023
Q3 		$5.37M Buy
45,814
+4,500
+11% +$533K 0.39% 13
2023
Q2 		$5.28M Buy
+41,314
New +$4.3M 0.41% 11

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Elite Wealth Management's PANW Position: Q1 2025 in Review

Elite Wealth Management sold out of Palo Alto Networks (PANW) in Q1 2025, closing a stake of 1,346 shares — an estimated $245K sold.

Elite Wealth Management first reported a position in PANW in Q2 2023 and held it in 7 quarters. The position peaked at $6.48M in Q4 2023. 2,257 funds tracked by Wall St. Rank hold PANW as of Q1 2025.

  • Elite Wealth Management reported no remaining Palo Alto Networks position as of Q1 2025 after selling out during the quarter.
  • Elite Wealth Management sold 1,346 Palo Alto Networks shares in Q1 2025, an estimated $245K.
  • Elite Wealth Management first reported a position in Palo Alto Networks in Q2 2023 and held it in 7 quarters.
  • Elite Wealth Management's Palo Alto Networks position peaked at $6.48M in Q4 2023.
  • 2,257 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2025.

Based on Elite Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.