Laird Norton Wetherby Wealth Management’s Palo Alto Networks PANW Stock Holding History

Laird Norton Wetherby 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
2023 Q4	–	Hold	0	–	-$141K	–	967
2023 Q3	–	Sell	-1,000	Closed	-$118K	–	852
2023 Q2	$128K	Buy	+1,000	New	+$104K	0.01%	896

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

Laird Norton Wetherby Wealth Management's PANW Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its Palo Alto Networks (PANW) stake by 0.39% in Q3 2025, selling an estimated $13.2K and leaving 17,448 shares worth $3.55M. The position accounts for 0.15% of the portfolio, ranked #134.

Laird Norton Wetherby Wealth Management first reported a position in PANW in Q2 2016 and has held it in 35 quarters since. The position peaked at $3.98M in Q1 2022. 2,430 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

Laird Norton Wetherby Wealth Management held 17,448 shares of Palo Alto Networks worth $3.55M as of Q3 2025.
Laird Norton Wetherby Wealth Management sold 69 Palo Alto Networks shares in Q3 2025, an estimated $13.2K.
Palo Alto Networks made up 0.15% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #134 holding.
Laird Norton Wetherby Wealth Management first reported a position in Palo Alto Networks in Q2 2016 and has held it in 35 quarters since.
Laird Norton Wetherby Wealth Management's Palo Alto Networks position peaked at $3.98M in Q1 2022.
2,430 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.