TFG Advisers’s Palo Alto Networks PANW Stock Holding History

TFG Advisers’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 Q2	$955K	Buy	4,668 +53	+1%	+$9.84K	0.33%	79
2025 Q1	$787K	Buy	4,615 +233	+5%	+$43.1K	0.29%	91
2024 Q4	$797K	Buy	4,382 +128	+3%	+$24.2K	0.29%	91
2024 Q3	$727K	Buy	4,254 +6	+0.1%	+$1.01K	0.26%	100
2024 Q2	$720K	Sell	4,248 -406	-9%	-$60.7K	0.28%	93
2024 Q1	$661K	Buy	4,654 +424	+10%	+$66.9K	0.26%	105
2023 Q4	$624K	Hold	4,230	–	–	0.26%	105
2023 Q3	$496K	Sell	4,230 -500	-11%	-$59.2K	0.23%	109
2023 Q2	$604K	Sell	4,730 -46	-1%	-$4.79K	0.27%	100
2023 Q1	$477K	Hold	4,776	–	–	0.23%	109
2022 Q4	$333K	Hold	4,776	–	–	0.17%	131
2022 Q3	$391K	Hold	4,776	–	–	0.22%	116
2022 Q2	$393K	Hold	4,776	–	–	0.21%	114
2022 Q1	$496K	Hold	4,776	–	–	0.23%	113
2021 Q4	$443K	Hold	4,776	–	–	0.19%	127
2021 Q3	$381K	Hold	4,776	–	–	0.18%	131
2021 Q2	$295K	Sell	4,776 -18	-0.4%	-$1.07K	0.14%	153
2021 Q1	$257K	Buy	4,794 +360	+8%	+$21.4K	0.13%	161
2020 Q4	$262K	Buy	+4,434	New	+$207K	0.14%	155
2020 Q1	–	Sell	-4,266	Closed	-$164K	–	360
2019 Q4	$164K	Buy	+4,266	New	+$161K	0.09%	179

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TFG Advisers's PANW Position: Q2 2025 in Review

TFG Advisers increased its Palo Alto Networks (PANW) stake by 1.1% in Q2 2025, buying an estimated $9.84K and bringing the position to 4,668 shares worth $955K. The position accounts for 0.33% of the portfolio, ranked #79.

TFG Advisers first reported a position in PANW in Q4 2019 and has held it in 20 quarters since. 2,373 funds tracked by Wall St. Rank hold PANW as of Q2 2025.

TFG Advisers held 4,668 shares of Palo Alto Networks worth $955K as of Q2 2025.
TFG Advisers bought 53 Palo Alto Networks shares in Q2 2025, an estimated $9.84K.
Palo Alto Networks made up 0.33% of TFG Advisers's portfolio in Q2 2025, its #79 holding.
TFG Advisers first reported a position in Palo Alto Networks in Q4 2019 and has held it in 20 quarters since.
2,373 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.