Walled Lake Planning & Wealth Management’s Palo Alto Networks PANW Stock Holding History

Walled Lake Planning & 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 Q3	–	Sell	-1,003	Closed	-$205K	–	149
2025 Q2	$205K	Buy	+1,003	New	+$186K	0.07%	133
2025 Q1	–	Sell	-1,136	Closed	-$207K	–	136
2024 Q4	$207K	Buy	+1,136	New	+$215K	0.08%	125
2021 Q4	–	Sell	-1,674	Closed	-$134K	–	252
2021 Q3	$134K	Hold	1,674	–	–	0.08%	99
2021 Q2	$104K	Hold	1,674	–	–	0.07%	110
2021 Q1	$90K	Hold	1,674	–	–	0.06%	115
2020 Q4	$99K	Hold	1,674	–	–	0.08%	102
2020 Q3	$68K	Hold	1,674	–	–	0.06%	110
2020 Q2	$64K	Hold	1,674	–	–	0.05%	100
2020 Q1	$46K	Buy	+1,674	New	+$58.4K	0.04%	104

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Walled Lake Planning & Wealth Management's PANW Position: Q3 2025 in Review

Walled Lake Planning & Wealth Management sold out of Palo Alto Networks (PANW) in Q3 2025, closing a stake of 1,003 shares — an estimated $205K sold.

Walled Lake Planning & Wealth Management first reported a position in PANW in Q1 2020 and held it in 9 quarters. The position peaked at $207K in Q4 2024. 2,429 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

Walled Lake Planning & Wealth Management reported no remaining Palo Alto Networks position as of Q3 2025 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 1,003 Palo Alto Networks shares in Q3 2025, an estimated $205K.
Walled Lake Planning & Wealth Management first reported a position in Palo Alto Networks in Q1 2020 and held it in 9 quarters.
Walled Lake Planning & Wealth Management's Palo Alto Networks position peaked at $207K in Q4 2024.
2,429 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.