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Wealthedge Investment Advisors’s Palo Alto Networks PANW Stock Holding History

Wealthedge Investment Advisors’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
-1,379
Closed -$235K – 179
2025
Q1 		$235K Sell
1,379
-4,676
-77% -$865K 0.11% 143
2024
Q4 		$1.1M Buy
+6,055
New +$1.14M 0.5% 58

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

Wealthedge Investment Advisors's PANW Position: Q2 2025 in Review

Wealthedge Investment Advisors sold out of Palo Alto Networks (PANW) in Q2 2025, closing a stake of 1,379 shares — an estimated $235K sold.

Wealthedge Investment Advisors first reported a position in PANW in Q4 2024 and held it in 2 quarters. The position peaked at $1.1M in Q4 2024. 2,373 funds tracked by Wall St. Rank hold PANW as of Q2 2025.

  • Wealthedge Investment Advisors reported no remaining Palo Alto Networks position as of Q2 2025 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 1,379 Palo Alto Networks shares in Q2 2025, an estimated $235K.
  • Wealthedge Investment Advisors first reported a position in Palo Alto Networks in Q4 2024 and held it in 2 quarters.
  • Wealthedge Investment Advisors's Palo Alto Networks position peaked at $1.1M in Q4 2024.
  • 2,373 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2025.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.