WWC
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Waypoint Wealth Counsel’s Palo Alto Networks PANW Stock Holding History

Waypoint Wealth Counsel’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
-1,400
Closed -$286K – 288
2025
Q2 		$286K Buy
+1,400
New +$260K 0.14% 125

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

Waypoint Wealth Counsel's PANW Position: Q3 2025 in Review

Waypoint Wealth Counsel sold out of Palo Alto Networks (PANW) in Q3 2025, closing a stake of 1,400 shares — an estimated $286K sold.

Waypoint Wealth Counsel first reported a position in PANW in Q2 2025 and held it in 1 quarter. The position peaked at $286K in Q2 2025. 2,429 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

  • Waypoint Wealth Counsel reported no remaining Palo Alto Networks position as of Q3 2025 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 1,400 Palo Alto Networks shares in Q3 2025, an estimated $286K.
  • Waypoint Wealth Counsel first reported a position in Palo Alto Networks in Q2 2025 and held it in 1 quarter.
  • Waypoint Wealth Counsel's Palo Alto Networks position peaked at $286K in Q2 2025.
  • 2,429 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on Waypoint Wealth Counsel's 13F filing for Q3 2025, filed 20 Oct 2025.