Family Management’s Palo Alto Networks PANW Stock Holding History

Family 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
2026 Q1	$202K	Sell	1,263 -567	-31%	-$95.3K	0.02%	255
2025 Q4	$337K	Buy	1,830 +583	+47%	+$118K	0.04%	176
2025 Q3	$254K	Buy	1,247 +39	+3%	+$7.47K	0.04%	177
2025 Q2	$247K	Hold	1,208	–	–	0.04%	164
2025 Q1	$206K	Sell	1,208 -164	-12%	-$30.3K	0.03%	172
2024 Q4	$250K	Sell	1,372 -100	-7%	-$18.9K	0.04%	146
2024 Q3	$252K	Buy	1,472 +188	+15%	+$31.6K	0.04%	148
2024 Q2	$218K	Buy	+1,284	New	+$192K	0.04%	138
2021 Q3	–	Sell	-4,224	Closed	-$261K	–	191
2021 Q2	$261K	Buy	+4,224	New	+$250K	0.07%	149

Other funds holding PANW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return