Stephens Consulting’s Palo Alto Networks PANW Stock Holding History

Stephens Consulting’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 Q4	$1.47K	Buy	+8	New	+$1.61K	﹤0.01%	371
2025 Q3	–	Sell	-79	Closed	-$16.2K	–	940
2025 Q2	$16.2K	Buy	79 +19	+32%	+$3.53K	﹤0.01%	283
2025 Q1	$10.2K	Sell	60 -60	-50%	-$11.1K	﹤0.01%	322
2024 Q4	$21.8K	Hold	120	–	–	0.01%	269
2024 Q3	$20.5K	Hold	120	–	–	0.01%	262
2024 Q2	$20.3K	Hold	120	–	–	0.01%	260
2024 Q1	$17K	Hold	120	–	–	0.01%	265
2023 Q4	$17.7K	Hold	120	–	–	0.01%	261
2023 Q3	$14.1K	Hold	120	–	–	0.01%	279
2023 Q2	$15.3K	Hold	120	–	–	0.01%	270
2023 Q1	$12K	Hold	120	–	–	0.01%	296
2022 Q4	$8.37K	Hold	120	–	–	0.01%	319
2022 Q3	$9.83K	Hold	120	–	–	0.01%	336
2022 Q2	$9.88K	Hold	120	–	–	0.01%	326
2022 Q1	$12.4K	Buy	+120	New	+$10.7K	0.01%	327

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stephens Consulting's PANW Position: Q4 2025 in Review

Stephens Consulting opened a new position in Palo Alto Networks (PANW) in Q4 2025: 8 shares worth $1.47K. The stake represents ﹤0.01% of the portfolio and ranks #371 among its holdings. This is a return to the name: Stephens Consulting previously reported a position in PANW as recently as Q2 2025.

Stephens Consulting first reported a position in PANW in Q1 2022 and has held it in 15 quarters since. The position peaked at $21.8K in Q4 2024. 2,523 funds tracked by Wall St. Rank hold PANW as of Q4 2025.

Stephens Consulting held 8 shares of Palo Alto Networks worth $1.47K as of Q4 2025.
Palo Alto Networks was a new Stephens Consulting position in Q4 2025.
Palo Alto Networks made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #371 holding.
Stephens Consulting first reported a position in Palo Alto Networks in Q1 2022 and has held it in 15 quarters since.
Stephens Consulting's Palo Alto Networks position peaked at $21.8K in Q4 2024.
2,523 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.