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

Executive 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
2024
Q4 		$3.66M Sell
20,118
-176
-0.9% -$33.2K 0.29% 90
2024
Q3 		$3.47M Buy
+20,294
New +$3.42M 0.27% 80
2024
Q2 		– Sell
-17,176
Closed -$2.4M – 212
2024
Q1 		$2.4M Buy
17,176
+2,090
+14% +$330K 0.21% 100
2023
Q4 		$2.22M Buy
15,086
+2,398
+19% +$321K 0.21% 93
2023
Q3 		$1.49M Buy
+12,688
New +$1.5M 0.15% 105

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Executive Wealth Management's PANW Position: Q4 2024 in Review

Executive Wealth Management reduced its Palo Alto Networks (PANW) stake by 0.87% in Q4 2024, selling an estimated $33.2K and leaving 20,118 shares worth $3.66M. The position accounts for 0.29% of the portfolio, ranked #90.

Executive Wealth Management first reported a position in PANW in Q3 2023 and has held it in 5 quarters since. 2,291 funds tracked by Wall St. Rank hold PANW as of Q4 2024.

  • Executive Wealth Management held 20,118 shares of Palo Alto Networks worth $3.66M as of Q4 2024.
  • Executive Wealth Management sold 176 Palo Alto Networks shares in Q4 2024, an estimated $33.2K.
  • Palo Alto Networks made up 0.29% of Executive Wealth Management's portfolio in Q4 2024, its #90 holding.
  • Executive Wealth Management first reported a position in Palo Alto Networks in Q3 2023 and has held it in 5 quarters since.
  • 2,291 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.