Walter Public Investments’s Palo Alto Networks PANW Stock Holding History

Walter Public Investments’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	–	Sell	-16,898	Closed	-$2.88M	–	44
2025 Q1	$2.88M	Sell	16,898 -22,794	-57%	-$4.21M	0.54%	33
2024 Q4	$7.22M	Buy	39,692 +232	+0.6%	+$43.8K	1.29%	31
2024 Q3	$6.74M	Buy	39,460 +9,260	+31%	+$1.56M	1.18%	32
2024 Q2	$5.12M	Sell	30,200 -44	-0.1%	-$6.58K	0.98%	33
2024 Q1	$4.3M	Sell	30,244 -50,960	-63%	-$8.04M	0.84%	33
2023 Q4	$12M	Buy	81,204 +10,000	+14%	+$1.34M	2.52%	23
2023 Q3	$8.35M	Sell	71,204 -89,398	-56%	-$10.6M	1.98%	26
2023 Q2	$20.5M	Buy	160,602 +2,076	+1%	+$216K	4.57%	4
2023 Q1	$15.8M	Sell	158,526 -3,870	-2%	-$328K	4.78%	5
2022 Q4	$11.3M	Sell	162,396 -4,500	-3%	-$361K	3.77%	16
2022 Q3	$13.7M	Buy	166,896 +22,404	+16%	+$1.94M	4.8%	6
2022 Q2	$11.3M	Buy	144,492 +14,106	+11%	+$1.25M	4.08%	11
2022 Q1	$12.7M	Buy	+130,386	New	+$11.7M	4.29%	10

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

Walter Public Investments's PANW Position: Q2 2025 in Review

Walter Public Investments sold out of Palo Alto Networks (PANW) in Q2 2025, closing a stake of 16,898 shares — an estimated $2.88M sold.

Walter Public Investments first reported a position in PANW in Q1 2022 and held it in 13 quarters. The position peaked at $20.5M in Q2 2023. 2,374 funds tracked by Wall St. Rank hold PANW as of Q2 2025.

Walter Public Investments reported no remaining Palo Alto Networks position as of Q2 2025 after selling out during the quarter.
Walter Public Investments sold 16,898 Palo Alto Networks shares in Q2 2025, an estimated $2.88M.
Walter Public Investments first reported a position in Palo Alto Networks in Q1 2022 and held it in 13 quarters.
Walter Public Investments's Palo Alto Networks position peaked at $20.5M in Q2 2023.
2,374 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2025.

Based on Walter Public Investments's 13F filing for Q2 2025, filed 11 Jul 2025.