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NBW Capital’s Palo Alto Networks PANW Stock Holding History

NBW Capital’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 		$8.75M Buy
42,776
+382
+0.9% +$70.9K 1.89% 15
2025
Q1 		$7.23M Sell
42,394
-12,504
-23% -$2.31M 1.6% 18
2024
Q4 		$9.99M Sell
54,898
-1,834
-3% -$346K 1.85% 15
2024
Q3 		$9.7M Buy
56,732
+642
+1% +$108K 1.83% 16
2024
Q2 		$9.51M Buy
56,090
+178
+0.3% +$26.6K 1.88% 13
2024
Q1 		$7.94M Sell
55,912
-5,578
-9% -$880K 1.62% 22
2023
Q4 		$9.07M Sell
61,490
-1,050
-2% -$140K 1.99% 10
2023
Q3 		$7.33M Buy
62,540
+9,726
+18% +$1.15M 1.8% 16
2023
Q2 		$6.75M Sell
52,814
-874
-2% -$90.9K 1.57% 22
2023
Q1 		$5.36M Sell
53,688
-14,224
-21% -$1.21M 1.3% 31
2022
Q4 		$4.74M Buy
67,912
+472
+0.7% +$37.9K 1.21% 36
2022
Q3 		$5.52M Buy
67,440
+1,878
+3% +$163K 1.48% 22
2022
Q2 		$5.4M Buy
65,562
+348
+0.5% +$30.9K 1.48% 22
2022
Q1 		$6.77M Sell
65,214
-19,278
-23% -$1.73M 1.61% 20
2021
Q4 		$7.84M Sell
84,492
-1,002
-1% -$86.7K 1.74% 17
2021
Q3 		$6.83M Buy
85,494
+216
+0.3% +$15.2K 1.64% 17
2021
Q2 		$5.27M Buy
+85,278
New +$5.05M 1.28% 34

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NBW Capital's PANW Position: Q2 2025 in Review

NBW Capital increased its Palo Alto Networks (PANW) stake by 0.9% in Q2 2025, buying an estimated $70.9K and bringing the position to 42,776 shares worth $8.75M. The position accounts for 1.89% of the portfolio, ranked #15.

NBW Capital first reported a position in PANW in Q2 2021 and has held it in 17 quarters since. The position peaked at $9.99M in Q4 2024. 2,373 funds tracked by Wall St. Rank hold PANW as of Q2 2025.

  • NBW Capital held 42,776 shares of Palo Alto Networks worth $8.75M as of Q2 2025.
  • NBW Capital bought 382 Palo Alto Networks shares in Q2 2025, an estimated $70.9K.
  • Palo Alto Networks made up 1.89% of NBW Capital's portfolio in Q2 2025, its #15 holding.
  • NBW Capital first reported a position in Palo Alto Networks in Q2 2021 and has held it in 17 quarters since.
  • NBW Capital's Palo Alto Networks position peaked at $9.99M in Q4 2024.
  • 2,373 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2025.

Based on NBW Capital's 13F filing for Q2 2025, filed 13 Aug 2025.