KA
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Kozak & Associates’s Palo Alto Networks PANW Stock Holding History

Kozak & Associates’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
-36
Closed -$7.42K – 484
2025
Q2 		$7.42K Hold
36
– – ﹤0.01% 264
2025
Q1 		$6.12K Hold
36
– – ﹤0.01% 267
2024
Q4 		$6.6K Buy
+36
New +$6.8K ﹤0.01% 274

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Kozak & Associates's PANW Position: Q3 2025 in Review

Kozak & Associates sold out of Palo Alto Networks (PANW) in Q3 2025, closing a stake of 36 shares — an estimated $7.42K sold.

Kozak & Associates first reported a position in PANW in Q4 2024 and held it in 3 quarters. The position peaked at $7.42K in Q2 2025. 2,429 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

  • Kozak & Associates reported no remaining Palo Alto Networks position as of Q3 2025 after selling out during the quarter.
  • Kozak & Associates sold 36 Palo Alto Networks shares in Q3 2025, an estimated $7.42K.
  • Kozak & Associates first reported a position in Palo Alto Networks in Q4 2024 and held it in 3 quarters.
  • Kozak & Associates's Palo Alto Networks position peaked at $7.42K in Q2 2025.
  • 2,429 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on Kozak & Associates's 13F filing for Q3 2025, filed 18 Nov 2025.