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Litman Gregory Wealth Management’s Palo Alto Networks PANW Stock Holding History

Litman Gregory 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 		$111K Buy
+600
New +$121K 0.01% 177
2021
Q2 		– Sell
-654
Closed -$35K – 151
2021
Q1 		$35K Hold
654
– – 0.01% 112
2020
Q4 		$39K Buy
+654
New +$30.6K 0.01% 106

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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Litman Gregory Wealth Management's PANW Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Palo Alto Networks (PANW) in Q4 2025: 600 shares worth $111K. The stake represents 0.01% of the portfolio and ranks #177 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in PANW as recently as Q1 2021.

Litman Gregory Wealth Management first reported a position in PANW in Q4 2020 and has held it in 3 quarters since. 2,528 funds tracked by Wall St. Rank hold PANW as of Q4 2025.

  • Litman Gregory Wealth Management held 600 shares of Palo Alto Networks worth $111K as of Q4 2025.
  • Palo Alto Networks was a new Litman Gregory Wealth Management position in Q4 2025.
  • Palo Alto Networks made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #177 holding.
  • Litman Gregory Wealth Management first reported a position in Palo Alto Networks in Q4 2020 and has held it in 3 quarters since.
  • 2,528 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.