Tempus Wealth Planning’s Palo Alto Networks PANW Stock Holding History

Tempus Wealth Planning’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	–	Sell	-1,019	Closed	-$207K	–	289
2025 Q3	$207K	Buy	+1,019	New	+$195K	0.05%	269

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Tempus Wealth Planning's PANW Position: Q4 2025 in Review

Tempus Wealth Planning sold out of Palo Alto Networks (PANW) in Q4 2025, closing a stake of 1,019 shares — an estimated $207K sold.

Tempus Wealth Planning first reported a position in PANW in Q3 2025 and held it in 1 quarter. The position peaked at $207K in Q3 2025. 2,528 funds tracked by Wall St. Rank hold PANW as of Q4 2025.

Tempus Wealth Planning reported no remaining Palo Alto Networks position as of Q4 2025 after selling out during the quarter.
Tempus Wealth Planning sold 1,019 Palo Alto Networks shares in Q4 2025, an estimated $207K.
Tempus Wealth Planning first reported a position in Palo Alto Networks in Q3 2025 and held it in 1 quarter.
Tempus Wealth Planning's Palo Alto Networks position peaked at $207K in Q3 2025.
2,528 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2025.

Based on Tempus Wealth Planning's 13F filing for Q4 2025, filed 16 Jan 2026.