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Goldstein Advisors’s Palo Alto Networks PANW Stock Holding History

Goldstein 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
Q2 		– Sell
-2,677
Closed -$457K – 219
2025
Q1 		$457K Hold
2,677
– – 0.07% 98
2024
Q4 		$487K Sell
2,677
-31
-1% -$5.86K 0.07% 93
2024
Q3 		$463K Buy
2,708
+144
+6% +$24.2K 0.07% 94
2024
Q2 		$435K Sell
2,564
-62
-2% -$9.27K 0.07% 86
2024
Q1 		$373K Sell
2,626
-56
-2% -$8.83K 0.06% 97
2023
Q4 		$395K Sell
2,682
-12
-0.4% -$1.6K 0.07% 119
2023
Q3 		$316K Sell
2,694
-188
-7% -$22.2K 0.07% 100
2023
Q2 		$368K Buy
2,882
+4
+0.1% +$416 0.08% 91
2023
Q1 		$287K Sell
2,878
-444
-13% -$37.6K 0.06% 105
2022
Q4 		$232K Buy
+3,322
New +$267K 0.06% 117

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return