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

Liberty 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
2025 Q4	–	Sell	-993	Closed	-$202K	–	256
2025 Q3	$202K	Sell	993 -152	-13%	-$29.1K	0.03%	241
2025 Q2	$234K	Buy	+1,145	New	+$213K	0.04%	202
2021 Q4	–	Sell	-2,076	Closed	-$168K	–	817
2021 Q3	$168K	Buy	2,076 +1,500	+260%	+$105K	0.06%	192
2021 Q2	$36K	Buy	576 +18	+3%	+$1.07K	0.01%	388
2021 Q1	$33K	Hold	558	–	–	0.02%	364
2020 Q4	$33K	Buy	558 +6	+1%	+$280	0.02%	361
2020 Q3	$23K	Sell	552 -114	-17%	-$4.74K	0.01%	376
2020 Q2	$25K	Buy	666 +114	+21%	+$4.02K	0.02%	346
2020 Q1	$15K	Sell	552 -216	-28%	-$7.54K	0.01%	409
2019 Q4	$30K	Buy	768 +12	+2%	+$454	0.02%	345
2019 Q3	$26K	Sell	756 -204	-21%	-$7.22K	0.02%	352
2019 Q2	$33K	Buy	960 +198	+26%	+$7.41K	0.03%	324
2019 Q1	$30K	Buy	762 +72	+10%	+$2.67K	0.02%	286
2018 Q4	$21K	Buy	+690	New	+$21.5K	0.02%	319

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Liberty Wealth Management's PANW Position: Q4 2025 in Review

Liberty Wealth Management sold out of Palo Alto Networks (PANW) in Q4 2025, closing a stake of 993 shares — an estimated $202K sold.

Liberty Wealth Management first reported a position in PANW in Q4 2018 and held it in 14 quarters. The position peaked at $234K in Q2 2025. 2,528 funds tracked by Wall St. Rank hold PANW as of Q4 2025.

Liberty Wealth Management reported no remaining Palo Alto Networks position as of Q4 2025 after selling out during the quarter.
Liberty Wealth Management sold 993 Palo Alto Networks shares in Q4 2025, an estimated $202K.
Liberty Wealth Management first reported a position in Palo Alto Networks in Q4 2018 and held it in 14 quarters.
Liberty Wealth Management's Palo Alto Networks position peaked at $234K in Q2 2025.
2,528 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2025.

Based on Liberty Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.