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Grassi Investment Management’s Palo Alto Networks PANW Stock Holding History

Grassi Investment 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 		$1.71M Sell
8,375
-25
-0.3% -$4.64K 0.14% 66
2025
Q1 		$1.43M Buy
8,400
+490
+6% +$90.6K 0.13% 65
2024
Q4 		$1.44M Buy
7,910
+1,850
+31% +$349K 0.12% 63
2024
Q3 		$1.04M Buy
6,060
+300
+5% +$50.5K 0.09% 73
2024
Q2 		$976K Buy
+5,760
New +$862K 0.09% 72

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T 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 $570B AUM 27.57% 1-Year Est. Return

Grassi Investment Management's PANW Position: Q2 2025 in Review

Grassi Investment Management reduced its Palo Alto Networks (PANW) stake by 0.3% in Q2 2025, selling an estimated $4.64K and leaving 8,375 shares worth $1.71M. The position accounts for 0.14% of the portfolio, ranked #66.

Grassi Investment Management first reported a position in PANW in Q2 2024 and has held it in 5 quarters since. 2,373 funds tracked by Wall St. Rank hold PANW as of Q2 2025.

  • Grassi Investment Management held 8,375 shares of Palo Alto Networks worth $1.71M as of Q2 2025.
  • Grassi Investment Management sold 25 Palo Alto Networks shares in Q2 2025, an estimated $4.64K.
  • Palo Alto Networks made up 0.14% of Grassi Investment Management's portfolio in Q2 2025, its #66 holding.
  • Grassi Investment Management first reported a position in Palo Alto Networks in Q2 2024 and has held it in 5 quarters since.
  • 2,373 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2025.

Based on Grassi Investment Management's 13F filing for Q2 2025, filed 21 Jul 2025.