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Marcum Wealth’s Palo Alto Networks PANW Stock Holding History

Marcum Wealth’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
Q1 		$361K Sell
2,116
-109
-5% -$20.2K 0.03% 253
2024
Q4 		$405K Buy
2,225
+65
+3% +$12.3K 0.04% 223
2024
Q3 		$369K Buy
2,160
+318
+17% +$53.5K 0.03% 238
2024
Q2 		$312K Sell
1,842
-52
-3% -$7.78K 0.03% 263
2024
Q1 		$269K Buy
1,894
+184
+11% +$29K 0.03% 289
2023
Q4 		$252K Buy
+1,710
New +$229K 0.03% 293

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Marcum Wealth's PANW Position: Q1 2025 in Review

Marcum Wealth reduced its Palo Alto Networks (PANW) stake by 4.9% in Q1 2025, selling an estimated $20.2K and leaving 2,116 shares worth $361K. The position accounts for 0.03% of the portfolio, ranked #253.

Marcum Wealth first reported a position in PANW in Q4 2023 and has held it in 6 quarters since. The position peaked at $405K in Q4 2024. 2,257 funds tracked by Wall St. Rank hold PANW as of Q1 2025.

  • Marcum Wealth held 2,116 shares of Palo Alto Networks worth $361K as of Q1 2025.
  • Marcum Wealth sold 109 Palo Alto Networks shares in Q1 2025, an estimated $20.2K.
  • Palo Alto Networks made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #253 holding.
  • Marcum Wealth first reported a position in Palo Alto Networks in Q4 2023 and has held it in 6 quarters since.
  • Marcum Wealth's Palo Alto Networks position peaked at $405K in Q4 2024.
  • 2,257 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.