IW
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IronOak Wealth’s Palo Alto Networks PANW Stock Holding History

IronOak Wealth’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 		$1.78M Buy
+8,699
New +$1.62M 1.73% 24
2024
Q4 		$2.56M Buy
+14,079
New +$2.66M 2.87% 10

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 $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IronOak Wealth's PANW Position: Q2 2025 in Review

IronOak Wealth opened a new position in Palo Alto Networks (PANW) in Q2 2025: 8,699 shares worth $1.78M. The stake represents 1.73% of the portfolio and ranks #24 among its holdings. This is a return to the name: IronOak Wealth previously reported a position in PANW as recently as Q4 2024.

IronOak Wealth first reported a position in PANW in Q4 2024 and has held it in 2 quarters since. The position peaked at $2.56M in Q4 2024. 2,374 funds tracked by Wall St. Rank hold PANW as of Q2 2025.

  • IronOak Wealth held 8,699 shares of Palo Alto Networks worth $1.78M as of Q2 2025.
  • Palo Alto Networks was a new IronOak Wealth position in Q2 2025.
  • Palo Alto Networks made up 1.73% of IronOak Wealth's portfolio in Q2 2025, its #24 holding.
  • IronOak Wealth first reported a position in Palo Alto Networks in Q4 2024 and has held it in 2 quarters since.
  • IronOak Wealth's Palo Alto Networks position peaked at $2.56M in Q4 2024.
  • 2,374 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2025.

Based on IronOak Wealth's 13F filing for Q2 2025, filed 14 Jul 2025.