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Watts Gwilliam & Co’s Palo Alto Networks PANW Stock Holding History

Watts Gwilliam & Co’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 		$428K Buy
2,103
+176
+9% +$33.7K 0.07% 149
2025
Q2 		$396K Buy
1,927
+470
+32% +$87.3K 0.07% 156
2025
Q1 		$249K Sell
1,457
-10
-0.7% -$1.85K 0.05% 179
2024
Q4 		$257K Buy
1,467
+31
+2% +$5.86K 0.05% 178
2024
Q3 		$255K Buy
+1,436
New +$242K 0.06% 170

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Watts Gwilliam & Co's PANW Position: Q3 2025 in Review

Watts Gwilliam & Co increased its Palo Alto Networks (PANW) stake by 9.1% in Q3 2025, buying an estimated $33.7K and bringing the position to 2,103 shares worth $428K. The position accounts for 0.07% of the portfolio, ranked #149.

Watts Gwilliam & Co first reported a position in PANW in Q3 2024 and has held it in 5 quarters since. 2,429 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

  • Watts Gwilliam & Co held 2,103 shares of Palo Alto Networks worth $428K as of Q3 2025.
  • Watts Gwilliam & Co bought 176 Palo Alto Networks shares in Q3 2025, an estimated $33.7K.
  • Palo Alto Networks made up 0.07% of Watts Gwilliam & Co's portfolio in Q3 2025, its #149 holding.
  • Watts Gwilliam & Co first reported a position in Palo Alto Networks in Q3 2024 and has held it in 5 quarters since.
  • 2,429 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.