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LGT Financial Advisors’s Palo Alto Networks PANW Stock Holding History

LGT Financial Advisors’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
-55
Closed -$11.3K – 578
2025
Q2 		$11.3K Buy
+55
New +$10.2K 0.03% 200
2024
Q3 		– Sell
-36
Closed -$6.1K – 766
2024
Q2 		$6.1K Hold
36
– – 0.01% 559
2024
Q1 		$5.11K Hold
36
– – 0.01% 624
2023
Q4 		$5.31K Hold
36
– – 0.01% 618
2023
Q3 		$4.22K Buy
+36
New +$4.26K 0.01% 660

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

LGT Financial Advisors's PANW Position: Q3 2025 in Review

LGT Financial Advisors sold out of Palo Alto Networks (PANW) in Q3 2025, closing a stake of 55 shares — an estimated $11.3K sold.

LGT Financial Advisors first reported a position in PANW in Q3 2023 and held it in 5 quarters. The position peaked at $11.3K in Q2 2025. 2,433 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

  • LGT Financial Advisors reported no remaining Palo Alto Networks position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 55 Palo Alto Networks shares in Q3 2025, an estimated $11.3K.
  • LGT Financial Advisors first reported a position in Palo Alto Networks in Q3 2023 and held it in 5 quarters.
  • LGT Financial Advisors's Palo Alto Networks position peaked at $11.3K in Q2 2025.
  • 2,433 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.