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Sonora Investment Management Group’s Palo Alto Networks PANW Stock Holding History

Sonora Investment Management Group’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 		$620K Buy
3,047
+781
+34% +$150K 0.04% 155
2025
Q2 		$464K Buy
2,266
+98
+5% +$18.2K 0.03% 177
2025
Q1 		$370K Buy
2,168
+172
+9% +$31.8K 0.03% 194
2024
Q4 		$363K Buy
1,996
+336
+20% +$63.5K 0.03% 197
2024
Q3 		$284K Buy
+1,660
New +$279K 0.02% 226

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Sonora Investment Management Group's PANW Position: Q3 2025 in Review

Sonora Investment Management Group increased its Palo Alto Networks (PANW) stake by 34% in Q3 2025, buying an estimated $150K and bringing the position to 3,047 shares worth $620K. The position accounts for 0.04% of the portfolio, ranked #155.

Sonora Investment Management Group first reported a position in PANW in Q3 2024 and has held it in 5 quarters since. 2,430 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

  • Sonora Investment Management Group held 3,047 shares of Palo Alto Networks worth $620K as of Q3 2025.
  • Sonora Investment Management Group bought 781 Palo Alto Networks shares in Q3 2025, an estimated $150K.
  • Palo Alto Networks made up 0.04% of Sonora Investment Management Group's portfolio in Q3 2025, its #155 holding.
  • Sonora Investment Management Group first reported a position in Palo Alto Networks in Q3 2024 and has held it in 5 quarters since.
  • 2,430 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.