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WMG Financial Advisors’s Palo Alto Networks PANW Stock Holding History

WMG Financial 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
Q4 		– Sell
-1,452
Closed -$296K – 174
2025
Q3 		$296K Buy
1,452
+234
+19% +$44.8K 0.1% 146
2025
Q2 		$249K Hold
1,218
– – 0.09% 160
2025
Q1 		$208K Buy
+1,218
New +$225K 0.09% 160

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WMG Financial Advisors's PANW Position: Q4 2025 in Review

WMG Financial Advisors sold out of Palo Alto Networks (PANW) in Q4 2025, closing a stake of 1,452 shares — an estimated $296K sold.

WMG Financial Advisors first reported a position in PANW in Q1 2025 and held it in 3 quarters. The position peaked at $296K in Q3 2025. 2,525 funds tracked by Wall St. Rank hold PANW as of Q4 2025.

  • WMG Financial Advisors reported no remaining Palo Alto Networks position as of Q4 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 1,452 Palo Alto Networks shares in Q4 2025, an estimated $296K.
  • WMG Financial Advisors first reported a position in Palo Alto Networks in Q1 2025 and held it in 3 quarters.
  • WMG Financial Advisors's Palo Alto Networks position peaked at $296K in Q3 2025.
  • 2,525 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.