STF Management’s Palo Alto Networks PANW Stock Holding History

STF Management’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	$729K	Sell	3,956 -5,794	-59%	-$1.17M	0.68%	32
2025 Q3	$1.99M	Sell	9,750 -256	-3%	-$49K	0.74%	32
2025 Q2	$2.05M	Buy	10,006 +256	+3%	+$47.5K	0.81%	29
2025 Q1	$1.66M	Buy	9,750 +2	+0%	+$370	0.8%	30
2024 Q4	$1.77M	Buy	9,748 +134	+1%	+$25.3K	0.8%	28
2024 Q3	$1.64M	Sell	9,614 -590	-6%	-$99.3K	0.75%	30
2024 Q2	$1.73M	Sell	10,204 -492	-5%	-$73.6K	0.73%	34
2024 Q1	$1.52M	Hold	10,696	–	–	0.66%	38
2023 Q4	$1.58M	Buy	10,696 +688	+7%	+$92K	0.74%	37
2023 Q3	$1.17M	Buy	10,008 +6,218	+164%	+$736K	0.62%	36
2023 Q2	$484K	Sell	3,790 -3,252	-46%	-$338K	0.52%	35
2023 Q1	$703K	Buy	7,042 +3,028	+75%	+$257K	0.47%	41
2022 Q4	$280K	Buy	+4,014	New	+$322K	0.4%	56

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

STF Management's PANW Position: Q4 2025 in Review

STF Management reduced its Palo Alto Networks (PANW) stake by 59% in Q4 2025, selling an estimated $1.17M and leaving 3,956 shares worth $729K. The position accounts for 0.68% of the portfolio, ranked #32.

STF Management first reported a position in PANW in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.05M in Q2 2025. 2,523 funds tracked by Wall St. Rank hold PANW as of Q4 2025.

STF Management held 3,956 shares of Palo Alto Networks worth $729K as of Q4 2025.
STF Management sold 5,794 Palo Alto Networks shares in Q4 2025, an estimated $1.17M.
Palo Alto Networks made up 0.68% of STF Management's portfolio in Q4 2025, its #32 holding.
STF Management first reported a position in Palo Alto Networks in Q4 2022 and has held it in 13 quarters since.
STF Management's Palo Alto Networks position peaked at $2.05M in Q2 2025.
2,523 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2025.

Based on STF Management's 13F filing for Q4 2025, filed 5 Feb 2026.