Safe Harbor Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Safe Harbor Wealth Advisors’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	$301K	Buy	+1,846	New	+$372K	0.29%	74

Other funds holding PANW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Safe Harbor Wealth Advisors's PANW Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in Palo Alto Networks (PANW) in Q4 2025: 1,846 shares worth $301K. The stake represents 0.29% of the portfolio and ranks #74 among its holdings.

2,528 funds tracked by Wall St. Rank hold PANW as of Q4 2025.

Safe Harbor Wealth Advisors held 1,846 shares of Palo Alto Networks worth $301K as of Q4 2025.
Palo Alto Networks was a new Safe Harbor Wealth Advisors position in Q4 2025.
Palo Alto Networks made up 0.29% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #74 holding.
2,528 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.