Sumitomo Mitsui Financial Group’s Palo Alto Networks PANW Stock Holding History

Sumitomo Mitsui 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	–	Sell	-450	Closed	-$10.1K	–	228
2025 Q2	$10.1K	Buy	+450	New	+$83.6K	﹤0.01%	220
2025 Q1	–	Sell	-450	Closed	-$716	–	199
2024 Q4	$716	Buy	+450	New	+$85K	﹤0.01%	162
2024 Q3	–	Sell	-900	Closed	-$5.3K	–	193
2024 Q2	$5.3K	Buy	+900	New	+$135K	﹤0.01%	174
2023 Q3	–	Sell	-2,400	Closed	-$29.9K	–	180
2023 Q2	$29.9K	Buy	+2,400	New	+$250K	﹤0.01%	151
2023 Q1	–	Sell	-3,552	Closed	-$2	–	174
2022 Q4	$2	Hold	3,552	–	–	﹤0.01%	170
2022 Q3	$8K	Buy	+3,552	New	+$308K	﹤0.01%	185

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

Sumitomo Mitsui Financial Group's PANW Position: Q3 2024 in Review

Sumitomo Mitsui Financial Group sold out of Palo Alto Networks (PANW) in Q3 2024, closing a stake of 470 shares — an estimated $80.1K sold.

Sumitomo Mitsui Financial Group first reported a position in PANW in Q3 2017 and held it in 8 quarters. The position peaked at $407K in Q3 2020. 2,066 funds tracked by Wall St. Rank hold PANW as of Q3 2024.

Sumitomo Mitsui Financial Group reported no remaining Palo Alto Networks position as of Q3 2024 after selling out during the quarter.
Sumitomo Mitsui Financial Group sold 470 Palo Alto Networks shares in Q3 2024, an estimated $80.1K.
Sumitomo Mitsui Financial Group first reported a position in Palo Alto Networks in Q3 2017 and held it in 8 quarters.
Sumitomo Mitsui Financial Group's Palo Alto Networks position peaked at $407K in Q3 2020.
2,066 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2024.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q3 2024, filed 8 Nov 2024.