NWWA
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New Wave Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

New Wave Wealth 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
Q3 		– Sell
-985
Closed -$202K – 186
2025
Q2 		$202K Buy
+985
New +$183K 0.09% 138
2025
Q1 		– Sell
-1,210
Closed -$220K – 516
2024
Q4 		$220K Sell
1,210
-28
-2% -$5.29K 0.09% 127
2024
Q3 		$212K Sell
1,238
-286
-19% -$48.1K 0.1% 139
2024
Q2 		$258K Buy
+1,524
New +$228K 0.14% 115

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

New Wave Wealth Advisors's PANW Position: Q3 2025 in Review

New Wave Wealth Advisors sold out of Palo Alto Networks (PANW) in Q3 2025, closing a stake of 985 shares — an estimated $202K sold.

New Wave Wealth Advisors first reported a position in PANW in Q2 2024 and held it in 4 quarters. The position peaked at $258K in Q2 2024. 2,429 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

  • New Wave Wealth Advisors reported no remaining Palo Alto Networks position as of Q3 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 985 Palo Alto Networks shares in Q3 2025, an estimated $202K.
  • New Wave Wealth Advisors first reported a position in Palo Alto Networks in Q2 2024 and held it in 4 quarters.
  • New Wave Wealth Advisors's Palo Alto Networks position peaked at $258K in Q2 2024.
  • 2,429 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on New Wave Wealth Advisors's 13F filing for Q3 2025, filed 17 Oct 2025.