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Harold Davidson & Associates’s Palo Alto Networks PANW Stock Holding History

Harold Davidson & Associates’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
-1,056
Closed -$215K – 67
2025
Q3 		$215K Buy
1,056
+50
+5% +$9.57K 0.1% 63
2025
Q2 		$206K Buy
+1,006
New +$187K 0.13% 61

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harold Davidson & Associates's PANW Position: Q4 2025 in Review

Harold Davidson & Associates sold out of Palo Alto Networks (PANW) in Q4 2025, closing a stake of 1,056 shares — an estimated $215K sold.

Harold Davidson & Associates first reported a position in PANW in Q2 2025 and held it in 2 quarters. The position peaked at $215K in Q3 2025. 2,525 funds tracked by Wall St. Rank hold PANW as of Q4 2025.

  • Harold Davidson & Associates reported no remaining Palo Alto Networks position as of Q4 2025 after selling out during the quarter.
  • Harold Davidson & Associates sold 1,056 Palo Alto Networks shares in Q4 2025, an estimated $215K.
  • Harold Davidson & Associates first reported a position in Palo Alto Networks in Q2 2025 and held it in 2 quarters.
  • Harold Davidson & Associates's Palo Alto Networks position peaked at $215K in Q3 2025.
  • 2,525 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2025.

Based on Harold Davidson & Associates's 13F filing for Q4 2025, filed 11 Feb 2026.