Trivest Advisors’s Palo Alto Networks PANW Stock Holding History

Trivest Advisors’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	-31,200	Closed	-$6.35M	–	38
2025 Q3	$6.35M	Buy	+31,200	New	+$5.97M	0.2%	30
2024 Q1	–	Sell	-12,800	Closed	-$1.89M	–	35
2023 Q4	$1.89M	Buy	+12,800	New	+$1.71M	0.09%	23
2023 Q3	–	Sell	-808,000	Closed	-$103M	–	27
2023 Q2	$103M	Buy	+808,000	New	+$84.1M	3.56%	9

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 $1.66T AUM 25.57% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Trivest Advisors's PANW Position: Q4 2025 in Review

Trivest Advisors sold out of Palo Alto Networks (PANW) in Q4 2025, closing a stake of 31,200 shares — an estimated $6.35M sold.

Trivest Advisors first reported a position in PANW in Q2 2023 and held it in 3 quarters. The position peaked at $103M in Q2 2023. 2,526 funds tracked by Wall St. Rank hold PANW as of Q4 2025.

Trivest Advisors reported no remaining Palo Alto Networks position as of Q4 2025 after selling out during the quarter.
Trivest Advisors sold 31,200 Palo Alto Networks shares in Q4 2025, an estimated $6.35M.
Trivest Advisors first reported a position in Palo Alto Networks in Q2 2023 and held it in 3 quarters.
Trivest Advisors's Palo Alto Networks position peaked at $103M in Q2 2023.
2,526 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2025.

Based on Trivest Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.