Tyler-Stone Wealth Management’s Palo Alto Networks PANW Stock Holding History

Tyler-Stone 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 Q2	$765K	Hold	3,740	–	–	0.12%	152
2025 Q1	$638K	Buy	3,740 +1,999	+115%	+$370K	0.11%	165
2024 Q4	$317K	Buy	1,741 +49	+3%	+$9.26K	0.06%	245
2024 Q3	$289K	Buy	1,692 +1,216	+255%	+$205K	0.05%	252
2024 Q2	$80.7K	Hold	476	–	–	0.03%	316
2024 Q1	$67.6K	Sell	476 -40	-8%	-$6.31K	0.03%	327
2023 Q4	$76.1K	Hold	516	–	–	0.04%	302
2023 Q3	$60K	Sell	516 -120	-19%	-$14.2K	0.03%	321
2023 Q2	$81K	Buy	+636	New	+$66.2K	0.05%	275
2022 Q4	$28K	Hold	396	–	–	0.02%	399
2022 Q3	$32K	Hold	396	–	–	0.02%	362
2022 Q2	$33K	Buy	396 +36	+10%	+$3.19K	0.02%	377
2022 Q1	$37K	Hold	360	–	–	0.02%	384
2021 Q4	$33K	Buy	+360	New	+$31.1K	0.02%	423

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

Tyler-Stone Wealth Management's PANW Position: Q2 2025 in Review

Tyler-Stone Wealth Management held its Palo Alto Networks (PANW) position steady in Q2 2025 at 3,740 shares worth $765K. The position accounts for 0.12% of the portfolio, ranked #152.

Tyler-Stone Wealth Management first reported a position in PANW in Q4 2021 and has held it in 14 quarters since. 2,373 funds tracked by Wall St. Rank hold PANW as of Q2 2025.

Tyler-Stone Wealth Management held 3,740 shares of Palo Alto Networks worth $765K as of Q2 2025.
Tyler-Stone Wealth Management left its Palo Alto Networks share count unchanged in Q2 2025.
Palo Alto Networks made up 0.12% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #152 holding.
Tyler-Stone Wealth Management first reported a position in Palo Alto Networks in Q4 2021 and has held it in 14 quarters since.
2,373 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.