TWM
PANW icon

TriaGen Wealth Management’s Palo Alto Networks PANW Stock Holding History

TriaGen Wealth Management’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
-3,720
Closed -$677K – 187
2024
Q4 		$677K Sell
3,720
-548
-13% -$104K 0.23% 84
2024
Q3 		$729K Buy
+4,268
New +$718K 0.24% 85

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

TriaGen Wealth Management's PANW Position: Q1 2025 in Review

TriaGen Wealth Management sold out of Palo Alto Networks (PANW) in Q1 2025, closing a stake of 3,720 shares — an estimated $677K sold.

TriaGen Wealth Management first reported a position in PANW in Q3 2024 and held it in 2 quarters. The position peaked at $729K in Q3 2024. 2,256 funds tracked by Wall St. Rank hold PANW as of Q1 2025.

  • TriaGen Wealth Management reported no remaining Palo Alto Networks position as of Q1 2025 after selling out during the quarter.
  • TriaGen Wealth Management sold 3,720 Palo Alto Networks shares in Q1 2025, an estimated $677K.
  • TriaGen Wealth Management first reported a position in Palo Alto Networks in Q3 2024 and held it in 2 quarters.
  • TriaGen Wealth Management's Palo Alto Networks position peaked at $729K in Q3 2024.
  • 2,256 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2025.

Based on TriaGen Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.