Kolinsky Wealth Management’s Palo Alto Networks PANW Stock Holding History

Kolinsky Wealth Management’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	$226K	Buy	1,243 +1	+0.1%	+$189	0.14%	152
2024 Q3	$212K	Sell	1,242 -144	-10%	-$24.2K	0.14%	156
2024 Q2	$235K	Buy	+1,386	New	+$207K	0.17%	130
2024 Q1	–	Sell	-1,390	Closed	-$205K	–	149
2023 Q4	$205K	Buy	+1,390	New	+$186K	0.18%	131
2023 Q2	–	Sell	-2,092	Closed	-$209K	–	144
2023 Q1	$209K	Buy	+2,092	New	+$177K	0.22%	119

Other funds holding PANW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kolinsky Wealth Management's PANW Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Palo Alto Networks (PANW) stake by 0.08% in Q4 2024, buying an estimated $189 and bringing the position to 1,243 shares worth $226K. The position accounts for 0.14% of the portfolio, ranked #152.

Kolinsky Wealth Management first reported a position in PANW in Q1 2023 and has held it in 5 quarters since. The position peaked at $235K in Q2 2024. 2,294 funds tracked by Wall St. Rank hold PANW as of Q4 2024.

Kolinsky Wealth Management held 1,243 shares of Palo Alto Networks worth $226K as of Q4 2024.
Kolinsky Wealth Management bought 1 Palo Alto Networks share in Q4 2024, an estimated $189.
Palo Alto Networks made up 0.14% of Kolinsky Wealth Management's portfolio in Q4 2024, its #152 holding.
Kolinsky Wealth Management first reported a position in Palo Alto Networks in Q1 2023 and has held it in 5 quarters since.
Kolinsky Wealth Management's Palo Alto Networks position peaked at $235K in Q2 2024.
2,294 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.