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

Ruedi 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
Q2 		– Sell
-274
Closed -$46.8K – 246
2025
Q1 		$46.8K Hold
274
– – 0.01% 90
2024
Q4 		$49.9K Hold
274
– – 0.02% 86
2024
Q3 		$46.8K Hold
274
– – 0.02% 89
2024
Q2 		$46.4K Hold
274
– – 0.02% 90
2024
Q1 		$38.9K Buy
+274
New +$43.2K 0.02% 95

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

Ruedi Wealth Management's PANW Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Palo Alto Networks (PANW) in Q2 2025, closing a stake of 274 shares — an estimated $46.8K sold.

Ruedi Wealth Management first reported a position in PANW in Q1 2024 and held it in 5 quarters. The position peaked at $49.9K in Q4 2024. 2,373 funds tracked by Wall St. Rank hold PANW as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Palo Alto Networks position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 274 Palo Alto Networks shares in Q2 2025, an estimated $46.8K.
  • Ruedi Wealth Management first reported a position in Palo Alto Networks in Q1 2024 and held it in 5 quarters.
  • Ruedi Wealth Management's Palo Alto Networks position peaked at $49.9K in Q4 2024.
  • 2,373 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.