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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 		– Hold
0
– – – 455

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. 2,257 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.
  • 2,257 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.