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Stonegate Investment Group’s Palo Alto Networks PANW Stock Holding History

Stonegate Investment 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 		$85.4M Buy
419,572
+12,680
+3% +$2.43M 1.98% 15
2025
Q2 		$83.3M Sell
406,892
-1,875
-0.5% -$348K 2.09% 14
2025
Q1 		$69.8M Sell
408,767
-2,634
-0.6% -$487K 1.86% 20
2024
Q4 		$74.9M Sell
411,401
-21,415
-5% -$4.05M 2% 18
2024
Q3 		$74M Sell
432,816
-8,590
-2% -$1.45M 1.95% 17
2024
Q2 		$74.8M Buy
441,406
+195,808
+80% +$29.3M 2.16% 15
2024
Q1 		$34.9M Buy
245,598
+9,114
+4% +$1.44M 1.09% 32
2023
Q4 		$34.9M Buy
236,484
+180,034
+319% +$24.1M 1.15% 33
2023
Q3 		$6.62M Buy
56,450
+310
+0.6% +$36.7K 0.24% 56
2023
Q2 		$7.17M Buy
56,140
+10,532
+23% +$1.1M 0.26% 58
2023
Q1 		$4.55M Buy
45,608
+12,550
+38% +$1.06M 0.17% 67
2022
Q4 		$2.31M Buy
33,058
+25,102
+316% +$2.02M 0.1% 92
2022
Q3 		$652K Buy
7,956
+330
+4% +$28.6K 0.03% 162
2022
Q2 		$628K Buy
7,626
+4,494
+143% +$399K 0.03% 168
2022
Q1 		$325K Sell
3,132
-606
-16% -$54.2K 0.01% 200
2021
Q4 		$347K Buy
+3,738
New +$323K 0.01% 199

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

Stonegate Investment Group's PANW Position: Q3 2025 in Review

Stonegate Investment Group increased its Palo Alto Networks (PANW) stake by 3.1% in Q3 2025, buying an estimated $2.43M and bringing the position to 419,572 shares worth $85.4M. The position accounts for 1.98% of the portfolio, ranked #15.

Stonegate Investment Group first reported a position in PANW in Q4 2021 and has held it in 16 quarters since. 2,429 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

  • Stonegate Investment Group held 419,572 shares of Palo Alto Networks worth $85.4M as of Q3 2025.
  • Stonegate Investment Group bought 12,680 Palo Alto Networks shares in Q3 2025, an estimated $2.43M.
  • Palo Alto Networks made up 1.98% of Stonegate Investment Group's portfolio in Q3 2025, its #15 holding.
  • Stonegate Investment Group first reported a position in Palo Alto Networks in Q4 2021 and has held it in 16 quarters since.
  • 2,429 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.