Pursuit Wealth Management’s Palo Alto Networks PANW Stock Holding History

Pursuit 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
2025 Q4	$591K	Buy	+3,208	New	+$647K	0.51%	71

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pursuit Wealth Management's PANW Position: Q4 2025 in Review

Pursuit Wealth Management opened a new position in Palo Alto Networks (PANW) in Q4 2025: 3,208 shares worth $591K. The stake represents 0.51% of the portfolio and ranks #71 among its holdings.

2,525 funds tracked by Wall St. Rank hold PANW as of Q4 2025.

Pursuit Wealth Management held 3,208 shares of Palo Alto Networks worth $591K as of Q4 2025.
Palo Alto Networks was a new Pursuit Wealth Management position in Q4 2025.
Palo Alto Networks made up 0.51% of Pursuit Wealth Management's portfolio in Q4 2025, its #71 holding.
2,525 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2025.

Based on Pursuit Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.