Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SFA
Semmax Financial Advisors’s
Palo Alto Networks
PANW
Stock Holding History
Semmax Financial 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
Q2
$66.5K
Hold
398
–
–
0.02%
171
2025
Q1
$74.4K
Buy
398
+300
+306%
+$55.5K
0.02%
152
2024
Q4
$19.8K
Hold
98
–
–
0.01%
194
2024
Q3
$19.5K
Sell
98
-222
-69%
-$37.4K
0.01%
185
2024
Q2
$53.3K
Buy
320
+222
+227%
+$33.2K
0.02%
149
2024
Q1
$14.8K
Buy
98
+90
+1,125%
+$14.2K
﹤0.01%
187
2023
Q4
$1.47K
Buy
+8
New
+$1.07K
﹤0.01%
332
2020
Q2
–
Sell
-90
Closed
-$2K
–
292
2020
Q1
$2K
Hold
90
–
–
﹤0.01%
229
2019
Q4
$3K
Hold
90
–
–
﹤0.01%
241
2019
Q3
$3K
Hold
90
–
–
﹤0.01%
238
2019
Q2
$3K
Hold
90
–
–
﹤0.01%
263
2019
Q1
$4K
Hold
90
–
–
﹤0.01%
373
2018
Q4
$3K
Buy
+90
New
+$2.81K
﹤0.01%
379
Other funds holding PANW
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T 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
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close