JMG Financial Group’s Palo Alto Networks PANW Stock Holding History

JMG Financial 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 Q3	–	Sell	-1,076	Closed	-$220K	–	127
2025 Q2	$220K	Buy	+1,076	New	+$200K	0.01%	119

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

JMG Financial Group's PANW Position: Q3 2025 in Review

JMG Financial Group sold out of Palo Alto Networks (PANW) in Q3 2025, closing a stake of 1,076 shares — an estimated $220K sold.

JMG Financial Group first reported a position in PANW in Q2 2025 and held it in 1 quarter. The position peaked at $220K in Q2 2025. 2,429 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

JMG Financial Group reported no remaining Palo Alto Networks position as of Q3 2025 after selling out during the quarter.
JMG Financial Group sold 1,076 Palo Alto Networks shares in Q3 2025, an estimated $220K.
JMG Financial Group first reported a position in Palo Alto Networks in Q2 2025 and held it in 1 quarter.
JMG Financial Group's Palo Alto Networks position peaked at $220K in Q2 2025.
2,429 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on JMG Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.