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Wintrust Investments’s Palo Alto Networks PANW Stock Holding History

Wintrust Investments’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
2024
Q4 		$255K Buy
1,402
+4
+0.3% +$756 0.22% 74
2024
Q3 		$239K Sell
1,398
-12,150
-90% -$2.05M 0.18% 111
2024
Q2 		$2.3M Buy
13,548
+2,038
+18% +$305K 0.19% 106
2024
Q1 		$1.64M Buy
+11,510
New +$1.82M 0.14% 139

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Wintrust Investments's PANW Position: Q4 2024 in Review

Wintrust Investments increased its Palo Alto Networks (PANW) stake by 0.29% in Q4 2024, buying an estimated $756 and bringing the position to 1,402 shares worth $255K. The position accounts for 0.22% of the portfolio, ranked #74.

Wintrust Investments first reported a position in PANW in Q1 2024 and has held it in 4 quarters since. The position peaked at $2.3M in Q2 2024. 2,292 funds tracked by Wall St. Rank hold PANW as of Q4 2024.

  • Wintrust Investments held 1,402 shares of Palo Alto Networks worth $255K as of Q4 2024.
  • Wintrust Investments bought 4 Palo Alto Networks shares in Q4 2024, an estimated $756.
  • Palo Alto Networks made up 0.22% of Wintrust Investments's portfolio in Q4 2024, its #74 holding.
  • Wintrust Investments first reported a position in Palo Alto Networks in Q1 2024 and has held it in 4 quarters since.
  • Wintrust Investments's Palo Alto Networks position peaked at $2.3M in Q2 2024.
  • 2,292 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.