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Willow Creek Wealth Management’s Palo Alto Networks PANW Stock Holding History

Willow Creek Wealth 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
Q3 		$217K Hold
1,067
– – 0.02% 168
2025
Q2 		$218K Buy
+1,067
New +$198K 0.02% 159

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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

Willow Creek Wealth Management's PANW Position: Q3 2025 in Review

Willow Creek Wealth Management held its Palo Alto Networks (PANW) position steady in Q3 2025 at 1,067 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #168.

Willow Creek Wealth Management first reported a position in PANW in Q2 2025 and has held it in 2 quarters since. The position peaked at $218K in Q2 2025. 2,429 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

  • Willow Creek Wealth Management held 1,067 shares of Palo Alto Networks worth $217K as of Q3 2025.
  • Willow Creek Wealth Management left its Palo Alto Networks share count unchanged in Q3 2025.
  • Palo Alto Networks made up 0.02% of Willow Creek Wealth Management's portfolio in Q3 2025, its #168 holding.
  • Willow Creek Wealth Management first reported a position in Palo Alto Networks in Q2 2025 and has held it in 2 quarters since.
  • Willow Creek Wealth Management's Palo Alto Networks position peaked at $218K in Q2 2025.
  • 2,429 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.