Financial Gravity Companies’s Palo Alto Networks PANW Stock Holding History

Financial Gravity Companies’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 Q2	$1.23K	Buy	+6	New	+$1.11K	﹤0.01%	789
2024 Q4	$1.09K	Buy	6 +2	+50%	+$378	﹤0.01%	811
2024 Q3	$684	Buy	+4	New	+$673	﹤0.01%	565
2018 Q4	$0	Buy	+12	New	+$374	﹤0.01%	1477
2018 Q1	$0	Hold	12	–	–	﹤0.01%	1573
2017 Q4	$0	Buy	+12	New	+$292	﹤0.01%	1438

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Financial Gravity Companies's PANW Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Palo Alto Networks (PANW) in Q2 2025: 6 shares worth $1.23K. The stake represents ﹤0.01% of the portfolio and ranks #789 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PANW as recently as Q4 2024.

Financial Gravity Companies first reported a position in PANW in Q4 2017 and has held it in 6 quarters since. 2,373 funds tracked by Wall St. Rank hold PANW as of Q2 2025.

Financial Gravity Companies held 6 shares of Palo Alto Networks worth $1.23K as of Q2 2025.
Palo Alto Networks was a new Financial Gravity Companies position in Q2 2025.
Palo Alto Networks made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #789 holding.
Financial Gravity Companies first reported a position in Palo Alto Networks in Q4 2017 and has held it in 6 quarters since.
2,373 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.