PWM
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Pinnacle Wealth Management’s Palo Alto Networks PANW Stock Holding History

Pinnacle 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
2024
Q4 		– Sell
-14,404
Closed -$2.46M – 39
2024
Q3 		$2.46M Sell
14,404
-1,738
-11% -$293K 2.94% 13
2024
Q2 		$2.74M Buy
16,142
+210
+1% +$31.4K 3.42% 9
2024
Q1 		$2.26M Buy
+15,932
New +$2.51M 2.36% 15

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Pinnacle Wealth Management's PANW Position: Q4 2024 in Review

Pinnacle Wealth Management sold out of Palo Alto Networks (PANW) in Q4 2024, closing a stake of 14,404 shares — an estimated $2.46M sold.

Pinnacle Wealth Management first reported a position in PANW in Q1 2024 and held it in 3 quarters. The position peaked at $2.74M in Q2 2024. 2,291 funds tracked by Wall St. Rank hold PANW as of Q4 2024.

  • Pinnacle Wealth Management reported no remaining Palo Alto Networks position as of Q4 2024 after selling out during the quarter.
  • Pinnacle Wealth Management sold 14,404 Palo Alto Networks shares in Q4 2024, an estimated $2.46M.
  • Pinnacle Wealth Management first reported a position in Palo Alto Networks in Q1 2024 and held it in 3 quarters.
  • Pinnacle Wealth Management's Palo Alto Networks position peaked at $2.74M in Q2 2024.
  • 2,291 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2024.

Based on Pinnacle Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.