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Morningstar Investment Services’s Palo Alto Networks PANW Stock Holding History

Morningstar Investment Services’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
2024
Q4 		– Sell
-3,566
Closed -$599K – 326
2024
Q3 		$599K Buy
3,566
+1,674
+88% +$282K 0.01% 256
2024
Q2 		$322K Buy
+1,892
New +$283K ﹤0.01% 302
2024
Q1 		– Sell
-5,440
Closed -$804K – 399
2023
Q4 		$804K Buy
5,440
+2,970
+120% +$397K ﹤0.01% 247
2023
Q3 		$290K Buy
2,470
+108
+5% +$12.8K ﹤0.01% 246
2023
Q2 		$299K Buy
+2,362
New +$246K ﹤0.01% 222

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Morningstar Investment Services's PANW Position: Q4 2024 in Review

Morningstar Investment Services sold out of Palo Alto Networks (PANW) in Q4 2024, closing a stake of 3,566 shares — an estimated $599K sold.

Morningstar Investment Services first reported a position in PANW in Q2 2023 and held it in 5 quarters. The position peaked at $804K in Q4 2023. 2,292 funds tracked by Wall St. Rank hold PANW as of Q4 2024.

  • Morningstar Investment Services reported no remaining Palo Alto Networks position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 3,566 Palo Alto Networks shares in Q4 2024, an estimated $599K.
  • Morningstar Investment Services first reported a position in Palo Alto Networks in Q2 2023 and held it in 5 quarters.
  • Morningstar Investment Services's Palo Alto Networks position peaked at $804K in Q4 2023.
  • 2,292 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.