Wilkinson Global Asset Management’s Palo Alto Networks PANW Stock Holding History

Wilkinson Global Asset Management’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 Q1	–	Sell	-1,120	Closed	-$204K	–	80
2024 Q4	$204K	Buy	+1,120	New	+$212K	0.01%	79
2024 Q3	–	Sell	-1,692	Closed	-$287K	–	80
2024 Q2	$287K	Hold	1,692	–	–	0.02%	72
2024 Q1	$240K	Hold	1,692	–	–	0.02%	80
2023 Q4	$249K	Buy	+1,692	New	+$226K	0.02%	79
2023 Q3	–	Sell	-1,692	Closed	-$216K	–	96
2023 Q2	$216K	Buy	+1,692	New	+$176K	0.02%	90

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wilkinson Global Asset Management's PANW Position: Q1 2025 in Review

Wilkinson Global Asset Management sold out of Palo Alto Networks (PANW) in Q1 2025, closing a stake of 1,120 shares — an estimated $204K sold.

Wilkinson Global Asset Management first reported a position in PANW in Q2 2023 and held it in 5 quarters. The position peaked at $287K in Q2 2024. 2,261 funds tracked by Wall St. Rank hold PANW as of Q1 2025.

Wilkinson Global Asset Management reported no remaining Palo Alto Networks position as of Q1 2025 after selling out during the quarter.
Wilkinson Global Asset Management sold 1,120 Palo Alto Networks shares in Q1 2025, an estimated $204K.
Wilkinson Global Asset Management first reported a position in Palo Alto Networks in Q2 2023 and held it in 5 quarters.
Wilkinson Global Asset Management's Palo Alto Networks position peaked at $287K in Q2 2024.
2,261 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2025.

Based on Wilkinson Global Asset Management's 13F filing for Q1 2025, filed 1 May 2025.