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Schechter Investment Advisors’s Palo Alto Networks PANW Stock Holding History

Schechter Investment 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
Q1 		$368K Buy
2,159
+393
+22% +$72.7K 0.03% 432
2024
Q4 		$321K Buy
1,766
+302
+21% +$57.1K 0.02% 477
2024
Q3 		$250K Buy
+1,464
New +$246K 0.02% 535
2022
Q2 		– Sell
-2,532
Closed -$263K – 994
2022
Q1 		$263K Buy
+2,532
New +$227K 0.02% 755

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Schechter Investment Advisors's PANW Position: Q1 2025 in Review

Schechter Investment Advisors increased its Palo Alto Networks (PANW) stake by 22% in Q1 2025, buying an estimated $72.7K and bringing the position to 2,159 shares worth $368K. The position accounts for 0.03% of the portfolio, ranked #432.

Schechter Investment Advisors first reported a position in PANW in Q1 2022 and has held it in 4 quarters since. 2,256 funds tracked by Wall St. Rank hold PANW as of Q1 2025.

  • Schechter Investment Advisors held 2,159 shares of Palo Alto Networks worth $368K as of Q1 2025.
  • Schechter Investment Advisors bought 393 Palo Alto Networks shares in Q1 2025, an estimated $72.7K.
  • Palo Alto Networks made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #432 holding.
  • Schechter Investment Advisors first reported a position in Palo Alto Networks in Q1 2022 and has held it in 4 quarters since.
  • 2,256 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.