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MB, Levis & Associates’s Palo Alto Networks PANW Stock Holding History

MB, Levis & Associates’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
-200
Closed -$40.9K – 283
2025
Q2 		$40.9K Hold
200
– – 0.02% 131
2025
Q1 		$34.1K Hold
200
– – 0.02% 143
2024
Q4 		$36.4K Hold
200
– – 0.02% 131
2024
Q3 		$34.2K Hold
200
– – 0.02% 135
2024
Q2 		$33.9K Hold
200
– – 0.02% 132
2024
Q1 		$28.4K Hold
200
– – 0.02% 142
2023
Q4 		$29.5K Hold
200
– – 0.02% 137
2023
Q3 		$23.4K Hold
200
– – 0.02% 150
2023
Q2 		$25.6K Buy
+200
New +$20.8K 0.02% 149

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

MB, Levis & Associates's PANW Position: Q3 2025 in Review

MB, Levis & Associates sold out of Palo Alto Networks (PANW) in Q3 2025, closing a stake of 200 shares — an estimated $40.9K sold.

MB, Levis & Associates first reported a position in PANW in Q2 2023 and held it in 9 quarters. The position peaked at $40.9K in Q2 2025. 2,431 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

  • MB, Levis & Associates reported no remaining Palo Alto Networks position as of Q3 2025 after selling out during the quarter.
  • MB, Levis & Associates sold 200 Palo Alto Networks shares in Q3 2025, an estimated $40.9K.
  • MB, Levis & Associates first reported a position in Palo Alto Networks in Q2 2023 and held it in 9 quarters.
  • MB, Levis & Associates's Palo Alto Networks position peaked at $40.9K in Q2 2025.
  • 2,431 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on MB, Levis & Associates's 13F filing for Q3 2025, filed 15 Oct 2025.