High Net Worth Advisory Group’s Palo Alto Networks PANW Stock Holding History

High Net Worth Advisory Group’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	-995	Closed	-$203K	–	245
2025 Q3	$203K	Sell	995 -140	-12%	-$26.8K	0.05%	229
2025 Q2	$232K	Buy	+1,135	New	+$211K	0.06%	210
2025 Q1	–	Sell	-1,194	Closed	-$217K	–	220
2024 Q4	$217K	Hold	1,194	–	–	0.06%	206
2024 Q3	$204K	Hold	1,194	–	–	0.06%	218
2024 Q2	$202K	Buy	+1,194	New	+$179K	0.06%	210
2022 Q4	–	Sell	-1,200	Closed	-$98K	–	673
2022 Q3	$98K	Buy	1,200 +516	+75%	+$44.7K	0.04%	243
2022 Q2	$56K	Hold	684	–	–	0.02%	304
2022 Q1	$71K	Buy	+684	New	+$61.2K	0.03%	287

Other funds holding PANW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

High Net Worth Advisory Group's PANW Position: Q4 2025 in Review

High Net Worth Advisory Group sold out of Palo Alto Networks (PANW) in Q4 2025, closing a stake of 995 shares — an estimated $203K sold.

High Net Worth Advisory Group first reported a position in PANW in Q1 2022 and held it in 8 quarters. The position peaked at $232K in Q2 2025. 2,524 funds tracked by Wall St. Rank hold PANW as of Q4 2025.

High Net Worth Advisory Group reported no remaining Palo Alto Networks position as of Q4 2025 after selling out during the quarter.
High Net Worth Advisory Group sold 995 Palo Alto Networks shares in Q4 2025, an estimated $203K.
High Net Worth Advisory Group first reported a position in Palo Alto Networks in Q1 2022 and held it in 8 quarters.
High Net Worth Advisory Group's Palo Alto Networks position peaked at $232K in Q2 2025.
2,524 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2025.

Based on High Net Worth Advisory Group's 13F filing for Q4 2025, filed 23 Jan 2026.