Shorepoint Capital Partners’s Palo Alto Networks PANW Stock Holding History

Shorepoint Capital Partners’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 Q3	$5.05M	Buy	+24,793	New	+$4.75M	1%	37
2025 Q1	$4.12M	Buy	24,117 +3,219	+15%	+$595K	0.93%	47
2024 Q4	$3.8M	Buy	20,898 +838	+4%	+$158K	0.87%	47
2024 Q3	$3.43M	Buy	20,060 +1,412	+8%	+$238K	0.78%	49
2024 Q2	$3.16M	Buy	18,648 +520	+3%	+$77.8K	0.74%	53
2024 Q1	$2.58M	Sell	18,128 -8,658	-32%	-$1.37M	0.63%	62
2023 Q4	$3.95M	Sell	26,786 -4,318	-14%	-$577K	1.06%	38
2023 Q3	$3.65M	Sell	31,104 -10,086	-24%	-$1.19M	1.07%	38
2023 Q2	$5.26M	Sell	41,190 -322	-0.8%	-$33.5K	1.48%	22
2023 Q1	$4.15M	Buy	41,512 +3,730	+10%	+$316K	1.19%	32
2022 Q4	$2.64M	Buy	+37,782	New	+$3.03M	0.73%	53

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Shorepoint Capital Partners's PANW Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in Palo Alto Networks (PANW) in Q3 2025: 24,793 shares worth $5.05M. The stake represents 1% of the portfolio and ranks #37 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in PANW as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in PANW in Q4 2022 and has held it in 11 quarters since. The position peaked at $5.26M in Q2 2023. 2,429 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

Shorepoint Capital Partners held 24,793 shares of Palo Alto Networks worth $5.05M as of Q3 2025.
Palo Alto Networks was a new Shorepoint Capital Partners position in Q3 2025.
Palo Alto Networks made up 1% of Shorepoint Capital Partners's portfolio in Q3 2025, its #37 holding.
Shorepoint Capital Partners first reported a position in Palo Alto Networks in Q4 2022 and has held it in 11 quarters since.
Shorepoint Capital Partners's Palo Alto Networks position peaked at $5.26M in Q2 2023.
2,429 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.