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Optimize Financial’s Palo Alto Networks PANW Stock Holding History

Optimize Financial’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
-10,204
Closed -$2.09M – 402
2025
Q2 		$2.09M Sell
10,204
-72
-0.7% -$13.4K 1.28% 19
2025
Q1 		$1.75M Buy
+10,276
New +$1.9M 1.27% 23

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

Optimize Financial's PANW Position: Q3 2025 in Review

Optimize Financial sold out of Palo Alto Networks (PANW) in Q3 2025, closing a stake of 10,204 shares — an estimated $2.09M sold.

Optimize Financial first reported a position in PANW in Q1 2025 and held it in 2 quarters. The position peaked at $2.09M in Q2 2025. 2,429 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

  • Optimize Financial reported no remaining Palo Alto Networks position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 10,204 Palo Alto Networks shares in Q3 2025, an estimated $2.09M.
  • Optimize Financial first reported a position in Palo Alto Networks in Q1 2025 and held it in 2 quarters.
  • Optimize Financial's Palo Alto Networks position peaked at $2.09M in Q2 2025.
  • 2,429 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.