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Lifestyle Asset Management’s Palo Alto Networks PANW Stock Holding History

Lifestyle Asset 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
Q2 		– Sell
-5,808
Closed -$991K – 140
2025
Q1 		$991K Buy
5,808
+296
+5% +$54.7K 0.54% 37
2024
Q4 		$1M Buy
+5,512
New +$1.04M 0.55% 43
2024
Q1 		– Sell
-8,232
Closed -$1.21M – 113
2023
Q4 		$1.21M Buy
+8,232
New +$1.1M 0.67% 30

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lifestyle Asset Management's PANW Position: Q2 2025 in Review

Lifestyle Asset Management sold out of Palo Alto Networks (PANW) in Q2 2025, closing a stake of 5,808 shares — an estimated $991K sold.

Lifestyle Asset Management first reported a position in PANW in Q4 2023 and held it in 3 quarters. The position peaked at $1.21M in Q4 2023. 2,373 funds tracked by Wall St. Rank hold PANW as of Q2 2025.

  • Lifestyle Asset Management reported no remaining Palo Alto Networks position as of Q2 2025 after selling out during the quarter.
  • Lifestyle Asset Management sold 5,808 Palo Alto Networks shares in Q2 2025, an estimated $991K.
  • Lifestyle Asset Management first reported a position in Palo Alto Networks in Q4 2023 and held it in 3 quarters.
  • Lifestyle Asset Management's Palo Alto Networks position peaked at $1.21M in Q4 2023.
  • 2,373 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2025.

Based on Lifestyle Asset Management's 13F filing for Q2 2025, filed 9 Jul 2025.