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Transform Wealth’s Palo Alto Networks PANW Stock Holding History

Transform Wealth’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 		$232K Sell
1,359
-281
-17% -$52K 0.01% 230
2024
Q4 		$298K Buy
+1,640
New +$310K 0.02% 217

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Transform Wealth's PANW Position: Q1 2025 in Review

Transform Wealth reduced its Palo Alto Networks (PANW) stake by 17% in Q1 2025, selling an estimated $52K and leaving 1,359 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #230.

Transform Wealth first reported a position in PANW in Q4 2024 and has held it in 2 quarters since. The position peaked at $298K in Q4 2024. 2,257 funds tracked by Wall St. Rank hold PANW as of Q1 2025.

  • Transform Wealth held 1,359 shares of Palo Alto Networks worth $232K as of Q1 2025.
  • Transform Wealth sold 281 Palo Alto Networks shares in Q1 2025, an estimated $52K.
  • Palo Alto Networks made up 0.01% of Transform Wealth's portfolio in Q1 2025, its #230 holding.
  • Transform Wealth first reported a position in Palo Alto Networks in Q4 2024 and has held it in 2 quarters since.
  • Transform Wealth's Palo Alto Networks position peaked at $298K in Q4 2024.
  • 2,257 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.