Grey Fox Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Grey Fox Wealth 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 Q4	–	Sell	-24	Closed	-$4.89K	–	462
2025 Q3	$4.89K	Buy	+24	New	+$4.59K	﹤0.01%	481
2023 Q2	–	Sell	-400	Closed	-$39.9K	–	391
2023 Q1	$39.9K	Buy	400 +34	+9%	+$2.88K	0.02%	203
2022 Q4	$25.5K	Buy	+366	New	+$29.4K	0.02%	217

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Grey Fox Wealth Advisors's PANW Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Palo Alto Networks (PANW) in Q4 2025, closing a stake of 24 shares — an estimated $4.89K sold.

Grey Fox Wealth Advisors first reported a position in PANW in Q4 2022 and held it in 3 quarters. The position peaked at $39.9K in Q1 2023. 2,528 funds tracked by Wall St. Rank hold PANW as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining Palo Alto Networks position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 24 Palo Alto Networks shares in Q4 2025, an estimated $4.89K.
Grey Fox Wealth Advisors first reported a position in Palo Alto Networks in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's Palo Alto Networks position peaked at $39.9K in Q1 2023.
2,528 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.