Sterling Financial Group’s Palo Alto Networks PANW Stock Holding History

Sterling Financial 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	$494K	Hold	2,428	–	–	0.16%	49
2025 Q2	$497K	Hold	2,428	–	–	0.17%	43
2025 Q1	$414K	Sell	2,428 -8	-0.3%	-$1.48K	0.15%	49
2024 Q4	$443K	Buy	2,436 +8	+0.3%	+$1.51K	0.16%	46
2024 Q3	$415K	Hold	2,428	–	–	0.18%	43
2024 Q2	$412K	Sell	2,428 -70	-3%	-$10.5K	0.19%	43
2024 Q1	$355K	Buy	2,498 +100	+4%	+$15.8K	0.17%	48
2023 Q4	$354K	Buy	2,398 +34	+1%	+$4.55K	0.21%	43
2023 Q3	$277K	Hold	2,364	–	–	0.17%	49
2023 Q2	$302K	Buy	+2,364	New	+$246K	0.2%	42

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

Sterling Financial Group's PANW Position: Q3 2025 in Review

Sterling Financial Group held its Palo Alto Networks (PANW) position steady in Q3 2025 at 2,428 shares worth $494K. The position accounts for 0.16% of the portfolio, ranked #49.

Sterling Financial Group first reported a position in PANW in Q2 2023 and has held it in 10 quarters since. The position peaked at $497K in Q2 2025. 2,429 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

Sterling Financial Group held 2,428 shares of Palo Alto Networks worth $494K as of Q3 2025.
Sterling Financial Group left its Palo Alto Networks share count unchanged in Q3 2025.
Palo Alto Networks made up 0.16% of Sterling Financial Group's portfolio in Q3 2025, its #49 holding.
Sterling Financial Group first reported a position in Palo Alto Networks in Q2 2023 and has held it in 10 quarters since.
Sterling Financial Group's Palo Alto Networks position peaked at $497K in Q2 2025.
2,429 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.