Principia Wealth Advisory’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$6.08K Sell
33
-3
-8% -$605 ﹤0.01% 245
2025
Q3
$7.33K Buy
36
+3
+9% +$574 0.01% 230
2025
Q2
$6.75K Buy
33
+13
+65% +$2.41K 0.01% 205
2025
Q1
$3.46K Buy
20
+3
+18% +$555 ﹤0.01% 223
2024
Q4
$3.09K Buy
+17
New +$3.21K ﹤0.01% 190

Other funds holding PANW

Principia Wealth Advisory's PANW Position: Q4 2025 in Review

Principia Wealth Advisory reduced its Palo Alto Networks (PANW) stake by 8.3% in Q4 2025, selling an estimated $605 and leaving 33 shares worth $6.08K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

Principia Wealth Advisory first reported a position in PANW in Q4 2024 and has held it in 5 quarters since. The position peaked at $7.33K in Q3 2025. 2,528 funds tracked by Wall St. Rank hold PANW as of Q4 2025.

  • Principia Wealth Advisory held 33 shares of Palo Alto Networks worth $6.08K as of Q4 2025.
  • Principia Wealth Advisory sold 3 Palo Alto Networks shares in Q4 2025, an estimated $605.
  • Palo Alto Networks made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #245 holding.
  • Principia Wealth Advisory first reported a position in Palo Alto Networks in Q4 2024 and has held it in 5 quarters since.
  • Principia Wealth Advisory's Palo Alto Networks position peaked at $7.33K in Q3 2025.
  • 2,528 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.