UBS AM’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52B | Buy |
7,417,781
+515,733
| +7% | +$106M | 0.31% | 59 |
|
|
2025
Q1 | $1.18B | Buy |
6,902,048
+950,765
| +16% | +$162M | 0.3% | 65 |
|
|
2024
Q4 | $1.08B | Buy |
5,951,283
+474,153
| +9% | +$86.3M | 0.25% | 73 |
|
|
2024
Q3 | $936M | Sell |
5,477,130
-373,894
| -6% | -$63.9M | 0.24% | 77 |
|
|
2024
Q2 | $992M | Buy |
5,851,024
+2,254,346
| +63% | +$382M | 0.28% | 63 |
|
|
2024
Q1 | $511M | Sell |
3,596,678
-709,842
| -16% | -$101M | 0.18% | 104 |
|
|
2023
Q4 | $635M | Buy |
4,306,520
+289,916
| +7% | +$42.7M | 0.25% | 74 |
|
|
2023
Q3 | $471M | Buy |
4,016,604
+249,384
| +7% | +$29.2M | 0.21% | 94 |
|
|
2023
Q2 | $376M | Hold |
3,767,220
| – | – | 0.18% | 117 |
|
|
2023
Q1 | $376M | Buy |
3,767,220
+387,186
| +11% | +$38.7M | 0.18% | 117 |
|
|
2022
Q4 | $236M | Sell |
3,380,034
-420,964
| -11% | -$29.4M | 0.12% | 191 |
|
|
2022
Q3 | $311M | Buy |
3,800,998
+367,816
| +11% | +$30.1M | 0.17% | 122 |
|
|
2022
Q2 | $283M | Sell |
3,433,182
-374,160
| -10% | -$30.8M | 0.15% | 144 |
|
|
2022
Q1 | $395M | Sell |
3,807,342
-10,374
| -0.3% | -$1.08M | 0.17% | 122 |
|
|
2021
Q4 | $354M | Sell |
3,817,716
-3,592,398
| -48% | -$333M | 0.14% | 165 |
|
|
2021
Q3 | $592M | Buy |
7,410,114
+2,737,410
| +59% | +$219M | 0.25% | 82 |
|
|
2021
Q2 | $289M | Buy |
4,672,704
+95,328
| +2% | +$5.9M | 0.12% | 173 |
|
|
2021
Q1 | $246M | Sell |
4,577,376
-994,782
| -18% | -$53.4M | 0.11% | 197 |
|
|
2020
Q4 | $330M | Sell |
5,572,158
-4,021,134
| -42% | -$238M | 0.15% | 132 |
|
|
2020
Q3 | $391M | Sell |
9,593,292
-89,646
| -0.9% | -$3.66M | 0.21% | 93 |
|
|
2020
Q2 | $371M | Buy |
9,682,938
+104,388
| +1% | +$4M | 0.23% | 87 |
|
|
2020
Q1 | $262M | Buy |
9,578,550
+679,158
| +8% | +$18.6M | 0.19% | 107 |
|
|
2019
Q4 | $343M | Sell |
8,899,392
-4,079,508
| -31% | -$157M | 0.21% | 91 |
|
|
2019
Q3 | $441M | Buy |
12,978,900
+4,214,760
| +48% | +$143M | 0.3% | 66 |
|
|
2019
Q2 | $298M | Buy |
8,764,140
+2,008,080
| +30% | +$68.2M | 0.21% | 89 |
|
|
2019
Q1 | $273M | Buy |
6,756,060
+4,842,762
| +253% | +$196M | 0.2% | 100 |
|
|
2018
Q4 | $60.1M | Buy |
1,913,298
+41,676
| +2% | +$1.31M | 0.05% | 383 |
|
|
2018
Q3 | $70.3M | Buy |
1,871,622
+6,996
| +0.4% | +$263K | 0.05% | 378 |
|
|
2018
Q2 | $63.9M | Buy |
1,864,626
+8,346
| +0.4% | +$286K | 0.05% | 416 |
|
|
2018
Q1 | $56.2M | Buy |
1,856,280
+238,038
| +15% | +$7.2M | 0.04% | 445 |
|
|
2017
Q4 | $39.1M | Buy |
1,618,242
+32,586
| +2% | +$787K | 0.03% | 531 |
|
|
2017
Q3 | $38.1M | Buy |
1,585,656
+17,892
| +1% | +$430K | 0.03% | 519 |
|
|
2017
Q2 | $35M | Buy |
1,567,764
+122,952
| +9% | +$2.74M | 0.03% | 534 |
|
|
2017
Q1 | $27.1M | Buy |
1,444,812
+130,680
| +10% | +$2.45M | 0.03% | 604 |
|
|
2016
Q4 | $27.4M | Sell |
1,314,132
-1,080
| -0.1% | -$22.5K | 0.03% | 568 |
|
|
2016
Q3 | $34.9M | Buy |
1,315,212
+61,296
| +5% | +$1.63M | 0.04% | 484 |
|
|
2016
Q2 | $25.6M | Buy |
1,253,916
+106,764
| +9% | +$2.18M | 0.03% | 575 |
|
|
2016
Q1 | $31.2M | Buy |
1,147,152
+14,880
| +1% | +$405K | 0.04% | 488 |
|
|
2015
Q4 | $33.2M | Sell |
1,132,272
-108,204
| -9% | -$3.18M | 0.04% | 480 |
|
|
2015
Q3 | $35.6M | Buy |
1,240,476
+88,488
| +8% | +$2.54M | 0.04% | 476 |
|
|
2015
Q2 | $33.5M | Buy |
1,151,988
+235,386
| +26% | +$6.85M | 0.03% | 541 |
|
|
2015
Q1 | $22.3M | Buy |
916,602
+170,490
| +23% | +$4.15M | 0.02% | 674 |
|
|
2014
Q4 | $15.2M | Buy |
746,112
+584,112
| +361% | +$11.9M | 0.01% | 763 |
|
|
2014
Q3 | $2.65M | Buy |
162,000
+9,000
| +6% | +$147K | ﹤0.01% | 1211 |
|
|
2014
Q2 | $2.14M | Buy |
153,000
+15,000
| +11% | +$210K | ﹤0.01% | 1305 |
|
|
2014
Q1 | $1.58M | Buy |
138,000
+61,806
| +81% | +$707K | ﹤0.01% | 1397 |
|
|
2013
Q4 | $730K | Sell |
76,194
-190,800
| -71% | -$1.83M | ﹤0.01% | 1632 |
|
|
2013
Q3 | $2.04M | Buy |
266,994
+214,800
| +412% | +$1.64M | ﹤0.01% | 1239 |
|
|
2013
Q2 | $367K | Buy |
+52,194
| New | +$367K | ﹤0.01% | 1868 |
|