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Wambolt & Associates’s Palo Alto Networks PANW Stock Holding History

Wambolt & Associates’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 		$4.17M Sell
21,095
-539
-2% -$100K 1.4% 17
2025
Q1 		$3.71M Buy
21,634
+272
+1% +$50.3K 1.26% 22
2024
Q4 		$3.89M Sell
21,362
-3,726
-15% -$704K 1.24% 23
2024
Q3 		$4.13M Buy
25,088
+2,110
+9% +$355K 1.13% 26
2024
Q2 		$3.92M Buy
22,978
+2,766
+14% +$414K 1.14% 27
2024
Q1 		$2.82M Buy
20,212
+8,590
+74% +$1.36M 0.84% 34
2023
Q4 		$1.71M Buy
+11,622
New +$1.55M 0.56% 54

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wambolt & Associates's PANW Position: Q2 2025 in Review

Wambolt & Associates reduced its Palo Alto Networks (PANW) stake by 2.5% in Q2 2025, selling an estimated $100K and leaving 21,095 shares worth $4.17M. The position accounts for 1.4% of the portfolio, ranked #17.

Wambolt & Associates first reported a position in PANW in Q4 2023 and has held it in 7 quarters since. 2,374 funds tracked by Wall St. Rank hold PANW as of Q2 2025.

  • Wambolt & Associates held 21,095 shares of Palo Alto Networks worth $4.17M as of Q2 2025.
  • Wambolt & Associates sold 539 Palo Alto Networks shares in Q2 2025, an estimated $100K.
  • Palo Alto Networks made up 1.4% of Wambolt & Associates's portfolio in Q2 2025, its #17 holding.
  • Wambolt & Associates first reported a position in Palo Alto Networks in Q4 2023 and has held it in 7 quarters since.
  • 2,374 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.