Marshall & Sullivan’s Palo Alto Networks PANW Stock Holding History

Marshall & Sullivan’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	-198	Closed	-$40.5K	–	85
2025 Q2	$40.5K	Buy	+198	New	+$36.8K	0.02%	75

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Marshall & Sullivan's PANW Position: Q3 2025 in Review

Marshall & Sullivan sold out of Palo Alto Networks (PANW) in Q3 2025, closing a stake of 198 shares — an estimated $40.5K sold.

Marshall & Sullivan first reported a position in PANW in Q2 2025 and held it in 1 quarter. The position peaked at $40.5K in Q2 2025. 2,429 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

Marshall & Sullivan reported no remaining Palo Alto Networks position as of Q3 2025 after selling out during the quarter.
Marshall & Sullivan sold 198 Palo Alto Networks shares in Q3 2025, an estimated $40.5K.
Marshall & Sullivan first reported a position in Palo Alto Networks in Q2 2025 and held it in 1 quarter.
Marshall & Sullivan's Palo Alto Networks position peaked at $40.5K in Q2 2025.
2,429 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.