Financial Engines Advisors’s Palo Alto Networks PANW Stock Holding History

Financial Engines Advisors’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	-1,053	Closed	-$216K	–	557
2025 Q2	$216K	Buy	+1,053	New	+$196K	﹤0.01%	493
2018 Q1	–	Sell	-48	Closed	-$1K	–	200
2017 Q4	$1K	Buy	+48	New	+$1.17K	﹤0.01%	193

Other funds holding PANW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors's PANW Position: Q3 2025 in Review

Financial Engines Advisors sold out of Palo Alto Networks (PANW) in Q3 2025, closing a stake of 1,053 shares — an estimated $216K sold.

Financial Engines Advisors first reported a position in PANW in Q4 2017 and held it in 2 quarters. The position peaked at $216K in Q2 2025. 2,429 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

Financial Engines Advisors reported no remaining Palo Alto Networks position as of Q3 2025 after selling out during the quarter.
Financial Engines Advisors sold 1,053 Palo Alto Networks shares in Q3 2025, an estimated $216K.
Financial Engines Advisors first reported a position in Palo Alto Networks in Q4 2017 and held it in 2 quarters.
Financial Engines Advisors's Palo Alto Networks position peaked at $216K in Q2 2025.
2,429 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on Financial Engines Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.