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Householder Group Estate & Retirement Specialist’s Palo Alto Networks PANW Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$97K Sell
536
-538
-50% -$102K 0.07% 155
2024
Q3 		$183K Buy
1,074
+322
+43% +$54.2K 0.05% 256
2024
Q2 		$127K Buy
752
+160
+27% +$23.9K 0.04% 308
2024
Q1 		$84.1K Buy
592
+126
+27% +$19.9K 0.03% 376
2023
Q4 		$68K Buy
466
+26
+6% +$3.48K 0.02% 406
2023
Q3 		$51.6K Buy
+440
New +$52.1K 0.02% 440
2022
Q4 		– Sell
-120
Closed -$9K – 860
2022
Q3 		$9K Buy
+120
New +$10.4K ﹤0.01% 757

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's PANW Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Palo Alto Networks (PANW) stake by 50% in Q4 2024, selling an estimated $102K and leaving 536 shares worth $97K. The position accounts for 0.07% of the portfolio, ranked #155.

Householder Group Estate & Retirement Specialist first reported a position in PANW in Q3 2022 and has held it in 7 quarters since. The position peaked at $183K in Q3 2024. 2,293 funds tracked by Wall St. Rank hold PANW as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 536 shares of Palo Alto Networks worth $97K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 538 Palo Alto Networks shares in Q4 2024, an estimated $102K.
  • Palo Alto Networks made up 0.07% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #155 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Palo Alto Networks in Q3 2022 and has held it in 7 quarters since.
  • Householder Group Estate & Retirement Specialist's Palo Alto Networks position peaked at $183K in Q3 2024.
  • 2,293 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.