SageView Advisory Group’s Palo Alto Networks PANW Stock Holding History

SageView Advisory 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 Q4	$1.66M	Sell	9,028 -816	-8%	-$165K	0.06%	184
2025 Q3	$2M	Sell	9,844 -660	-6%	-$126K	0.07%	154
2025 Q2	$2.15M	Buy	10,504 +143	+1%	+$26.6K	0.08%	130
2025 Q1	$1.77M	Sell	10,361 -701	-6%	-$130K	0.08%	139
2024 Q4	$2.01M	Buy	11,062 +546	+5%	+$103K	0.09%	126
2024 Q3	$1.8M	Sell	10,516 -2,888	-22%	-$486K	0.09%	124
2024 Q2	$2.27M	Buy	+13,404	New	+$2M	0.11%	112
2024 Q1	–	Sell	-12,432	Closed	-$2.15M	–	710
2023 Q4	$2.15M	Buy	12,432 +7,146	+135%	+$955K	0.09%	132
2023 Q3	$620K	Buy	5,286 +2,814	+114%	+$333K	0.04%	294
2023 Q2	$316K	Buy	+2,472	New	+$257K	0.02%	434

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

SageView Advisory Group's PANW Position: Q4 2025 in Review

SageView Advisory Group reduced its Palo Alto Networks (PANW) stake by 8.3% in Q4 2025, selling an estimated $165K and leaving 9,028 shares worth $1.66M. The position accounts for 0.06% of the portfolio, ranked #184.

SageView Advisory Group first reported a position in PANW in Q2 2023 and has held it in 10 quarters since. The position peaked at $2.27M in Q2 2024. 2,525 funds tracked by Wall St. Rank hold PANW as of Q4 2025.

SageView Advisory Group held 9,028 shares of Palo Alto Networks worth $1.66M as of Q4 2025.
SageView Advisory Group sold 816 Palo Alto Networks shares in Q4 2025, an estimated $165K.
Palo Alto Networks made up 0.06% of SageView Advisory Group's portfolio in Q4 2025, its #184 holding.
SageView Advisory Group first reported a position in Palo Alto Networks in Q2 2023 and has held it in 10 quarters since.
SageView Advisory Group's Palo Alto Networks position peaked at $2.27M in Q2 2024.
2,525 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.