TW
PANW icon

TrinityPoint Wealth’s Palo Alto Networks PANW Stock Holding History

TrinityPoint 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
2024
Q4 		$3.71M Buy
20,382
+128
+0.6% +$24.2K 0.52% 49
2024
Q3 		$3.46M Buy
20,254
+20
+0.1% +$3.37K 0.5% 51
2024
Q2 		$3.43M Buy
20,234
+190
+0.9% +$28.4K 0.54% 47
2024
Q1 		$2.85M Buy
+20,044
New +$3.16M 0.47% 56
2022
Q2 		– Sell
-2,136
Closed -$222K – 304
2022
Q1 		$222K Buy
+2,136
New +$191K 0.04% 287

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

TrinityPoint Wealth's PANW Position: Q4 2024 in Review

TrinityPoint Wealth increased its Palo Alto Networks (PANW) stake by 0.63% in Q4 2024, buying an estimated $24.2K and bringing the position to 20,382 shares worth $3.71M. The position accounts for 0.52% of the portfolio, ranked #49.

TrinityPoint Wealth first reported a position in PANW in Q1 2022 and has held it in 5 quarters since. 2,291 funds tracked by Wall St. Rank hold PANW as of Q4 2024.

  • TrinityPoint Wealth held 20,382 shares of Palo Alto Networks worth $3.71M as of Q4 2024.
  • TrinityPoint Wealth bought 128 Palo Alto Networks shares in Q4 2024, an estimated $24.2K.
  • Palo Alto Networks made up 0.52% of TrinityPoint Wealth's portfolio in Q4 2024, its #49 holding.
  • TrinityPoint Wealth first reported a position in Palo Alto Networks in Q1 2022 and has held it in 5 quarters since.
  • 2,291 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.