SBIA
PANW icon

Sheaff Brock Investment Advisors’s Palo Alto Networks PANW Stock Holding History

Sheaff Brock 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 		$1.16M Buy
6,827
+325
+5% +$60.1K 0.11% 161
2024
Q4 		$1.18M Sell
6,502
-48
-0.7% -$9.07K 0.1% 151
2024
Q3 		$1.12M Sell
6,550
-1,086
-14% -$183K 0.1% 158
2024
Q2 		$1.29M Buy
7,636
+342
+5% +$51.2K 0.12% 139
2024
Q1 		$1.04M Buy
7,294
+4,626
+173% +$730K 0.07% 181
2023
Q4 		$393K Sell
2,668
-50
-2% -$6.68K 0.03% 301
2023
Q3 		$319K Sell
2,718
-100
-4% -$11.8K 0.03% 314
2023
Q2 		$360K Buy
2,818
+64
+2% +$6.66K 0.03% 310
2023
Q1 		$275K Buy
+2,754
New +$233K 0.03% 370
2022
Q2 		– Sell
-2,094
Closed -$217K – 534
2022
Q1 		$217K Buy
+2,094
New +$187K 0.02% 454
2019
Q2 		– Sell
-5,016
Closed -$203K – 514
2019
Q1 		$203K Buy
+5,016
New +$186K 0.02% 428
2017
Q4 		– Sell
-9,570
Closed -$230K – 557
2017
Q3 		$230K Buy
+9,570
New +$218K 0.03% 440

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

Sheaff Brock Investment Advisors's PANW Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Palo Alto Networks (PANW) stake by 5% in Q1 2025, buying an estimated $60.1K and bringing the position to 6,827 shares worth $1.16M. The position accounts for 0.11% of the portfolio, ranked #161.

Sheaff Brock Investment Advisors first reported a position in PANW in Q3 2017 and has held it in 12 quarters since. The position peaked at $1.29M in Q2 2024. 2,256 funds tracked by Wall St. Rank hold PANW as of Q1 2025.

  • Sheaff Brock Investment Advisors held 6,827 shares of Palo Alto Networks worth $1.16M as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 325 Palo Alto Networks shares in Q1 2025, an estimated $60.1K.
  • Palo Alto Networks made up 0.11% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #161 holding.
  • Sheaff Brock Investment Advisors first reported a position in Palo Alto Networks in Q3 2017 and has held it in 12 quarters since.
  • Sheaff Brock Investment Advisors's Palo Alto Networks position peaked at $1.29M in Q2 2024.
  • 2,256 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.