McClarren Financial Advisors’s Palo Alto Networks PANW Stock Holding History

McClarren Financial Advisors’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	-275	Closed	-$6K	–	228
2025 Q1	$6K	Buy	+275	New	+$50.9K	﹤0.01%	229
2024 Q4	–	Sell	-892	Closed	-$5K	–	280
2024 Q3	$5K	Buy	892 +214	+32%	+$36K	﹤0.01%	204
2024 Q2	$4K	Buy	+678	New	+$101K	﹤0.01%	269
2023 Q2	–	Sell	-12	Closed	-$1K	–	429
2023 Q1	$1K	Hold	12	–	–	﹤0.01%	309
2022 Q4	$0	Hold	12	–	–	﹤0.01%	434
2022 Q3	$0	Buy	+12	New	+$1.04K	﹤0.01%	326
2022 Q2	–	Sell	-12	Closed	-$1K	–	192
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	269
2021 Q4	$2K	Hold	12	–	–	﹤0.01%	297
2021 Q3	$0	Hold	12	–	–	﹤0.01%	324
2021 Q2	$0	Hold	12	–	–	﹤0.01%	333
2021 Q1	$1K	Hold	12	–	–	﹤0.01%	258
2020 Q4	$0	Buy	+12	New	+$561	﹤0.01%	241

Other funds holding PANW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

McClarren Financial Advisors's PANW Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Palo Alto Networks (PANW) in Q2 2025, closing a stake of 275 shares — an estimated $6K sold.

McClarren Financial Advisors first reported a position in PANW in Q4 2020 and held it in 12 quarters. The position peaked at $6K in Q1 2025. 2,376 funds tracked by Wall St. Rank hold PANW as of Q2 2025.

McClarren Financial Advisors reported no remaining Palo Alto Networks position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 275 Palo Alto Networks shares in Q2 2025, an estimated $6K.
McClarren Financial Advisors first reported a position in Palo Alto Networks in Q4 2020 and held it in 12 quarters.
McClarren Financial Advisors's Palo Alto Networks position peaked at $6K in Q1 2025.
2,376 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.