Emerald Mutual Fund Advisers Trust’s Palo Alto Networks PANW Stock Holding History

Emerald Mutual Fund Advisers Trust’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	-729	Closed	-$148K	–	223
2025 Q3	$148K	Sell	729 -349	-32%	-$66.8K	0.01%	201
2025 Q2	$221K	Sell	1,078 -55	-5%	-$10.2K	0.01%	181
2025 Q1	$193K	Sell	1,133 -371	-25%	-$68.6K	0.01%	181
2024 Q4	$274K	Sell	1,504 -72	-5%	-$13.6K	0.02%	173
2024 Q3	$269K	Hold	1,576	–	–	0.01%	175
2024 Q2	$267K	Sell	1,576 -40	-2%	-$5.98K	0.01%	178
2024 Q1	$230K	Sell	1,616 -254	-14%	-$40.1K	0.01%	180
2023 Q4	$276K	Buy	1,870 +264	+16%	+$35.3K	0.01%	197
2023 Q3	$188K	Sell	1,606 -34	-2%	-$4.02K	0.01%	201
2023 Q2	$210K	Buy	+1,640	New	+$171K	0.01%	201
2023 Q1	–	Sell	-2,064	Closed	-$144K	–	257
2022 Q4	$144K	Sell	2,064 -420	-17%	-$33.7K	0.01%	187
2022 Q3	$203K	Buy	2,484 +642	+35%	+$55.6K	0.01%	183
2022 Q2	$152K	Buy	+1,842	New	+$163K	0.01%	182
2020 Q1	–	Sell	-2,844	Closed	-$110K	–	294
2019 Q4	$110K	Buy	+2,844	New	+$108K	﹤0.01%	221
2016 Q4	–	Sell	-8,238	Closed	-$219K	–	302
2016 Q3	$219K	Buy	+8,238	New	+$188K	0.01%	268
2016 Q1	–	Sell	-7,908	Closed	-$232K	–	273
2015 Q4	$232K	Buy	+7,908	New	+$228K	0.01%	266

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's PANW Position: Q4 2025 in Review

Emerald Mutual Fund Advisers Trust sold out of Palo Alto Networks (PANW) in Q4 2025, closing a stake of 729 shares — an estimated $148K sold.

Emerald Mutual Fund Advisers Trust first reported a position in PANW in Q4 2015 and held it in 16 quarters. The position peaked at $276K in Q4 2023. 2,528 funds tracked by Wall St. Rank hold PANW as of Q4 2025.

Emerald Mutual Fund Advisers Trust reported no remaining Palo Alto Networks position as of Q4 2025 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 729 Palo Alto Networks shares in Q4 2025, an estimated $148K.
Emerald Mutual Fund Advisers Trust first reported a position in Palo Alto Networks in Q4 2015 and held it in 16 quarters.
Emerald Mutual Fund Advisers Trust's Palo Alto Networks position peaked at $276K in Q4 2023.
2,528 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2025.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2025, filed 9 Feb 2026.