Financial Partners Group (Tennessee)’s Palo Alto Networks PANW Stock Holding History

Financial Partners Group (Tennessee)’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	$12.7M	Buy	62,076 +1,116	+2%	+$207K	4.6%	5
2025 Q1	$10.4M	Sell	60,960 -2,017	-3%	-$373K	4.51%	5
2024 Q4	$11.5M	Sell	62,977 -1,869	-3%	-$353K	4.76%	5
2024 Q3	$11.1M	Sell	64,846 -546	-0.8%	-$91.9K	4.16%	5
2024 Q2	$11.1M	Buy	65,392 +7,970	+14%	+$1.19M	4.3%	3
2024 Q1	$8.16M	Sell	57,422 -39,902	-41%	-$6.29M	3.16%	12
2023 Q4	$14.3M	Hold	97,324	–	–	6.49%	1
2023 Q3	$11.4M	Hold	97,324	–	–	5.47%	1
2023 Q2	$12.4M	Hold	97,324	–	–	6.26%	1
2023 Q1	$9.72M	Buy	97,324 +220	+0.2%	+$18.6K	5.09%	3
2022 Q4	$6.77M	Buy	+97,104	New	+$7.8M	4%	6

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 Partners Group (Tennessee)'s PANW Position: Q2 2025 in Review

Financial Partners Group (Tennessee) increased its Palo Alto Networks (PANW) stake by 1.8% in Q2 2025, buying an estimated $207K and bringing the position to 62,076 shares worth $12.7M. The position accounts for 4.6% of the portfolio, ranked #5.

Financial Partners Group (Tennessee) first reported a position in PANW in Q4 2022 and has held it in 11 quarters since. The position peaked at $14.3M in Q4 2023. 2,374 funds tracked by Wall St. Rank hold PANW as of Q2 2025.

Financial Partners Group (Tennessee) held 62,076 shares of Palo Alto Networks worth $12.7M as of Q2 2025.
Financial Partners Group (Tennessee) bought 1,116 Palo Alto Networks shares in Q2 2025, an estimated $207K.
Palo Alto Networks made up 4.6% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #5 holding.
Financial Partners Group (Tennessee) first reported a position in Palo Alto Networks in Q4 2022 and has held it in 11 quarters since.
Financial Partners Group (Tennessee)'s Palo Alto Networks position peaked at $14.3M in Q4 2023.
2,374 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.