Forte Capital’s Palo Alto Networks PANW Stock Holding History

Forte Capital’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	$918K	Sell	4,484 -255	-5%	-$47.4K	0.1%	128
2025 Q1	$809K	Sell	4,739 -355	-7%	-$65.6K	0.1%	131
2024 Q4	$927K	Sell	5,094 -224	-4%	-$42.3K	0.1%	119
2024 Q3	$909K	Sell	5,318 -356	-6%	-$59.9K	0.1%	123
2024 Q2	$962K	Buy	5,674 +6	+0.1%	+$897	0.12%	111
2024 Q1	$805K	Buy	5,668 +700	+14%	+$110K	0.1%	120
2023 Q4	$732K	Buy	4,968 +608	+14%	+$81.3K	0.1%	120
2023 Q3	$511K	Buy	4,360 +1,708	+64%	+$202K	0.08%	131
2023 Q2	$339K	Buy	2,652 +30	+1%	+$3.12K	0.05%	160
2023 Q1	$262K	Buy	+2,622	New	+$222K	0.04%	188

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

Forte Capital's PANW Position: Q2 2025 in Review

Forte Capital reduced its Palo Alto Networks (PANW) stake by 5.4% in Q2 2025, selling an estimated $47.4K and leaving 4,484 shares worth $918K. The position accounts for 0.1% of the portfolio, ranked #128.

Forte Capital first reported a position in PANW in Q1 2023 and has held it in 10 quarters since. The position peaked at $962K in Q2 2024. 2,373 funds tracked by Wall St. Rank hold PANW as of Q2 2025.

Forte Capital held 4,484 shares of Palo Alto Networks worth $918K as of Q2 2025.
Forte Capital sold 255 Palo Alto Networks shares in Q2 2025, an estimated $47.4K.
Palo Alto Networks made up 0.1% of Forte Capital's portfolio in Q2 2025, its #128 holding.
Forte Capital first reported a position in Palo Alto Networks in Q1 2023 and has held it in 10 quarters since.
Forte Capital's Palo Alto Networks position peaked at $962K in Q2 2024.
2,373 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.