NRI Wealth Management’s Palo Alto Networks PANW Stock Holding History

NRI Wealth Management’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	-3,011	Closed	-$616K	–	35
2025 Q2	$616K	Buy	+3,011	New	+$559K	0.37%	23

Other funds holding PANW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

NRI Wealth Management's PANW Position: Q3 2025 in Review

NRI Wealth Management sold out of Palo Alto Networks (PANW) in Q3 2025, closing a stake of 3,011 shares — an estimated $616K sold.

NRI Wealth Management first reported a position in PANW in Q2 2025 and held it in 1 quarter. The position peaked at $616K in Q2 2025. 2,430 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

NRI Wealth Management reported no remaining Palo Alto Networks position as of Q3 2025 after selling out during the quarter.
NRI Wealth Management sold 3,011 Palo Alto Networks shares in Q3 2025, an estimated $616K.
NRI Wealth Management first reported a position in Palo Alto Networks in Q2 2025 and held it in 1 quarter.
NRI Wealth Management's Palo Alto Networks position peaked at $616K in Q2 2025.
2,430 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on NRI Wealth Management's 13F filing for Q3 2025, filed 22 Jan 2026.