Stonehage Fleming Financial Services’s Palo Alto Networks PANW Stock Holding History

Stonehage Fleming Financial Services’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
2024 Q4	–	Sell	-2,786	Closed	-$476K	–	232
2024 Q3	$476K	Hold	2,786	–	–	0.01%	106
2024 Q2	$472K	Buy	+2,786	New	+$417K	0.01%	99
2024 Q1	–	Sell	-6,624	Closed	-$977K	–	237
2023 Q4	$977K	Sell	6,624 -3,140	-32%	-$420K	0.03%	60
2023 Q3	$1.14M	Buy	9,764 +276	+3%	+$32.7K	0.1%	62
2023 Q2	$1.21M	Buy	+9,488	New	+$987K	0.04%	52

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Stonehage Fleming Financial Services's PANW Position: Q4 2024 in Review

Stonehage Fleming Financial Services sold out of Palo Alto Networks (PANW) in Q4 2024, closing a stake of 2,786 shares — an estimated $476K sold.

Stonehage Fleming Financial Services first reported a position in PANW in Q2 2023 and held it in 5 quarters. The position peaked at $1.21M in Q2 2023. 2,291 funds tracked by Wall St. Rank hold PANW as of Q4 2024.

Stonehage Fleming Financial Services reported no remaining Palo Alto Networks position as of Q4 2024 after selling out during the quarter.
Stonehage Fleming Financial Services sold 2,786 Palo Alto Networks shares in Q4 2024, an estimated $476K.
Stonehage Fleming Financial Services first reported a position in Palo Alto Networks in Q2 2023 and held it in 5 quarters.
Stonehage Fleming Financial Services's Palo Alto Networks position peaked at $1.21M in Q2 2023.
2,291 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2024.

Based on Stonehage Fleming Financial Services's 13F filing for Q4 2024, filed 22 Jan 2025.