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Strategic Global Advisors’s Palo Alto Networks PANW Stock Holding History

Strategic Global Advisors’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
Q1 		– Sell
-16,064
Closed -$2.92M – 147
2024
Q4 		$2.92M Sell
16,064
-19,402
-55% -$3.67M 0.53% 55
2024
Q3 		$6.06M Sell
35,466
-330
-0.9% -$55.5K 1.19% 23
2024
Q2 		$6.07M Sell
35,796
-11,860
-25% -$1.77M 1.27% 21
2024
Q1 		$6.77M Sell
47,656
-2,858
-6% -$451K 1.46% 16
2023
Q4 		$7.45M Sell
50,514
-34,150
-40% -$4.57M 1.71% 12
2023
Q3 		$9.92M Sell
84,664
-7,120
-8% -$843K 1.65% 16
2023
Q2 		$11.7M Sell
91,784
-7,082
-7% -$737K 1.8% 11
2023
Q1 		$9.87M Buy
98,866
+63,328
+178% +$5.37M 1.59% 16
2022
Q4 		$2.48M Buy
+35,538
New +$2.85M 0.4% 84

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Strategic Global Advisors's PANW Position: Q1 2025 in Review

Strategic Global Advisors sold out of Palo Alto Networks (PANW) in Q1 2025, closing a stake of 16,064 shares — an estimated $2.92M sold.

Strategic Global Advisors first reported a position in PANW in Q4 2022 and held it in 9 quarters. The position peaked at $11.7M in Q2 2023. 2,260 funds tracked by Wall St. Rank hold PANW as of Q1 2025.

  • Strategic Global Advisors reported no remaining Palo Alto Networks position as of Q1 2025 after selling out during the quarter.
  • Strategic Global Advisors sold 16,064 Palo Alto Networks shares in Q1 2025, an estimated $2.92M.
  • Strategic Global Advisors first reported a position in Palo Alto Networks in Q4 2022 and held it in 9 quarters.
  • Strategic Global Advisors's Palo Alto Networks position peaked at $11.7M in Q2 2023.
  • 2,260 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2025.

Based on Strategic Global Advisors's 13F filing for Q1 2025, filed 15 May 2025.