McDaniel Terry & Co’s Palo Alto Networks PANW Stock Holding History

McDaniel Terry & Co’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	-1,497	Closed	-$255K	–	96
2025 Q1	$255K	Sell	1,497 -141	-9%	-$26.1K	0.02%	92
2024 Q4	$298K	Hold	1,638	–	–	0.02%	86
2024 Q3	$280K	Sell	1,638 -298	-15%	-$50.2K	0.02%	86
2024 Q2	$328K	Sell	1,936 -54	-3%	-$8.08K	0.03%	78
2024 Q1	$283K	Buy	+1,990	New	+$314K	0.03%	88
2023 Q2	–	Sell	-3,106	Closed	-$310K	–	95
2023 Q1	$310K	Buy	+3,106	New	+$263K	0.03%	77
2022 Q4	–	Sell	-3,330	Closed	-$273K	–	95
2022 Q3	$273K	Hold	3,330	–	–	0.04%	78
2022 Q2	$274K	Hold	3,330	–	–	0.03%	82
2022 Q1	$345K	Buy	+3,330	New	+$298K	0.04%	77

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 $3.37T AUM 44.26% 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

McDaniel Terry & Co's PANW Position: Q2 2025 in Review

McDaniel Terry & Co sold out of Palo Alto Networks (PANW) in Q2 2025, closing a stake of 1,497 shares — an estimated $255K sold.

McDaniel Terry & Co first reported a position in PANW in Q1 2022 and held it in 9 quarters. The position peaked at $345K in Q1 2022. 2,374 funds tracked by Wall St. Rank hold PANW as of Q2 2025.

McDaniel Terry & Co reported no remaining Palo Alto Networks position as of Q2 2025 after selling out during the quarter.
McDaniel Terry & Co sold 1,497 Palo Alto Networks shares in Q2 2025, an estimated $255K.
McDaniel Terry & Co first reported a position in Palo Alto Networks in Q1 2022 and held it in 9 quarters.
McDaniel Terry & Co's Palo Alto Networks position peaked at $345K in Q1 2022.
2,374 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2025.

Based on McDaniel Terry & Co's 13F filing for Q2 2025, filed 31 Jul 2025.