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Pacific Capital Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Pacific Capital 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
Q1 		– Sell
-94
Closed -$17.1K – 288
2024
Q4 		$17.1K Sell
94
-16
-15% -$3.02K ﹤0.01% 232
2024
Q3 		$18.8K Buy
110
+12
+12% +$2.02K ﹤0.01% 247
2024
Q2 		$16.6K Buy
+98
New +$14.7K ﹤0.01% 258

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pacific Capital Wealth Advisors's PANW Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Palo Alto Networks (PANW) in Q1 2025, closing a stake of 94 shares — an estimated $17.1K sold.

Pacific Capital Wealth Advisors first reported a position in PANW in Q2 2024 and held it in 3 quarters. The position peaked at $18.8K in Q3 2024. 2,261 funds tracked by Wall St. Rank hold PANW as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Palo Alto Networks position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 94 Palo Alto Networks shares in Q1 2025, an estimated $17.1K.
  • Pacific Capital Wealth Advisors first reported a position in Palo Alto Networks in Q2 2024 and held it in 3 quarters.
  • Pacific Capital Wealth Advisors's Palo Alto Networks position peaked at $18.8K in Q3 2024.
  • 2,261 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.