Lake Street Advisors Group’s Palo Alto Networks PANW Stock Holding History

Lake Street Advisors 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
2024 Q4	$1.22M	Buy	6,711 +175	+3%	+$33.1K	0.06%	197
2024 Q3	$1.12M	Buy	6,536 +1,040	+19%	+$175K	0.05%	200
2024 Q2	$932K	Buy	5,496 +436	+9%	+$65.2K	0.04%	224
2024 Q1	$719K	Sell	5,060 -9,074	-64%	-$1.43M	0.03%	277
2023 Q4	$2.08M	Buy	+14,134	New	+$1.89M	0.1%	132
2021 Q1	–	Sell	-5,100	Closed	-$302K	–	336
2020 Q4	$302K	Hold	5,100	–	–	0.03%	222
2020 Q3	$208K	Buy	+5,100	New	+$212K	0.02%	261

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Lake Street Advisors Group's PANW Position: Q4 2024 in Review

Lake Street Advisors Group increased its Palo Alto Networks (PANW) stake by 2.7% in Q4 2024, buying an estimated $33.1K and bringing the position to 6,711 shares worth $1.22M. The position accounts for 0.06% of the portfolio, ranked #197.

Lake Street Advisors Group first reported a position in PANW in Q3 2020 and has held it in 7 quarters since. The position peaked at $2.08M in Q4 2023. 2,292 funds tracked by Wall St. Rank hold PANW as of Q4 2024.

Lake Street Advisors Group held 6,711 shares of Palo Alto Networks worth $1.22M as of Q4 2024.
Lake Street Advisors Group bought 175 Palo Alto Networks shares in Q4 2024, an estimated $33.1K.
Palo Alto Networks made up 0.06% of Lake Street Advisors Group's portfolio in Q4 2024, its #197 holding.
Lake Street Advisors Group first reported a position in Palo Alto Networks in Q3 2020 and has held it in 7 quarters since.
Lake Street Advisors Group's Palo Alto Networks position peaked at $2.08M in Q4 2023.
2,292 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.