PAG
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Poinciana Advisors Group’s Palo Alto Networks PANW Stock Holding History

Poinciana Advisors Group’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
Q2 		– Sell
-1,295
Closed -$221K – 140
2025
Q1 		$221K Buy
+1,295
New +$239K 0.23% 85

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Poinciana Advisors Group's PANW Position: Q2 2025 in Review

Poinciana Advisors Group sold out of Palo Alto Networks (PANW) in Q2 2025, closing a stake of 1,295 shares — an estimated $221K sold.

Poinciana Advisors Group first reported a position in PANW in Q1 2025 and held it in 1 quarter. The position peaked at $221K in Q1 2025. 2,374 funds tracked by Wall St. Rank hold PANW as of Q2 2025.

  • Poinciana Advisors Group reported no remaining Palo Alto Networks position as of Q2 2025 after selling out during the quarter.
  • Poinciana Advisors Group sold 1,295 Palo Alto Networks shares in Q2 2025, an estimated $221K.
  • Poinciana Advisors Group first reported a position in Palo Alto Networks in Q1 2025 and held it in 1 quarter.
  • Poinciana Advisors Group's Palo Alto Networks position peaked at $221K in Q1 2025.
  • 2,374 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2025.

Based on Poinciana Advisors Group's 13F filing for Q2 2025, filed 17 Jul 2025.