Freemont Management’s Palo Alto Networks PANW Stock Holding History

Freemont 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 Q2	–	Sell	-12,900	Closed	-$2.2M	–	108
2025 Q1	$2.2M	Sell	12,900 -1,300	-9%	-$240K	0.72%	48
2024 Q4	$2.58M	Hold	14,200	–	–	1.13%	28
2024 Q3	$2.43M	Hold	14,200	–	–	1.19%	27
2024 Q2	$2.41M	Sell	14,200 -69,600	-83%	-$10.4M	1.14%	19
2024 Q1	$11.9M	Buy	+83,800	New	+$13.2M	1.7%	17
2023 Q3	–	Sell	-69,000	Closed	-$8.82M	–	89
2023 Q2	$8.82M	Hold	69,000	–	–	1.07%	33
2023 Q1	$6.89M	Hold	69,000	–	–	0.97%	38
2022 Q4	$4.81M	Hold	69,000	–	–	0.76%	48
2022 Q3	$5.65M	Sell	69,000 -1,800	-3%	-$156K	1.03%	36
2022 Q2	$5.83M	Sell	70,800 -3,600	-5%	-$319K	1.01%	41
2022 Q1	$7.72M	Buy	74,400 +71,688	+2,643%	+$6.42M	1.17%	33
2021 Q4	$252K	Buy	+2,712	New	+$235K	0.07%	55

Other funds holding PANW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Freemont Management's PANW Position: Q2 2025 in Review

Freemont Management sold out of Palo Alto Networks (PANW) in Q2 2025, closing a stake of 12,900 shares — an estimated $2.2M sold.

Freemont Management first reported a position in PANW in Q4 2021 and held it in 12 quarters. The position peaked at $11.9M in Q1 2024. 2,374 funds tracked by Wall St. Rank hold PANW as of Q2 2025.

Freemont Management reported no remaining Palo Alto Networks position as of Q2 2025 after selling out during the quarter.
Freemont Management sold 12,900 Palo Alto Networks shares in Q2 2025, an estimated $2.2M.
Freemont Management first reported a position in Palo Alto Networks in Q4 2021 and held it in 12 quarters.
Freemont Management's Palo Alto Networks position peaked at $11.9M in Q1 2024.
2,374 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2025.

Based on Freemont Management's 13F filing for Q2 2025, filed 7 Aug 2025.