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Financial Advocates Investment Management’s Palo Alto Networks PANW Stock Holding History

Financial Advocates Investment 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 		– Sell
-5,946
Closed -$1.22M – 419
2025
Q2 		$1.22M Sell
5,946
-8,097
-58% -$1.5M 0.1% 198
2025
Q1 		$2.4M Buy
14,043
+179
+1% +$33.1K 0.17% 144
2024
Q4 		$2.52M Buy
13,864
+3,136
+29% +$592K 0.14% 154
2024
Q3 		$1.83M Buy
10,728
+778
+8% +$131K 0.1% 195
2024
Q2 		$1.69M Sell
9,950
-372
-4% -$55.6K 0.1% 190
2024
Q1 		$1.47M Sell
10,322
-20,742
-67% -$3.27M 0.08% 233
2023
Q4 		$4.58M Buy
31,064
+840
+3% +$112K 0.3% 77
2023
Q3 		$3.54M Buy
30,224
+1,896
+7% +$224K 0.26% 98
2023
Q2 		$3.62M Buy
28,328
+15,908
+128% +$1.66M 0.26% 96
2023
Q1 		$1.24M Sell
12,420
-488
-4% -$41.4K 0.09% 247
2022
Q4 		$901K Buy
12,908
+5,176
+67% +$416K 0.07% 312
2022
Q3 		$566K Buy
7,732
+1,330
+21% +$115K 0.05% 378
2022
Q2 		$527K Buy
6,402
+1,230
+24% +$109K 0.04% 389
2022
Q1 		$537K Buy
5,172
+2,622
+103% +$235K 0.04% 418
2021
Q4 		$237K Buy
+2,550
New +$221K 0.01% 684

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Financial Advocates Investment Management's PANW Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Palo Alto Networks (PANW) in Q3 2025, closing a stake of 5,946 shares — an estimated $1.22M sold.

Financial Advocates Investment Management first reported a position in PANW in Q4 2021 and held it in 15 quarters. The position peaked at $4.58M in Q4 2023. 2,431 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Palo Alto Networks position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 5,946 Palo Alto Networks shares in Q3 2025, an estimated $1.22M.
  • Financial Advocates Investment Management first reported a position in Palo Alto Networks in Q4 2021 and held it in 15 quarters.
  • Financial Advocates Investment Management's Palo Alto Networks position peaked at $4.58M in Q4 2023.
  • 2,431 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.