WR Wealth Planners’s Palo Alto Networks PANW Stock Holding History

WR Wealth Planners’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	$575K	Sell	3,158 -510	-14%	-$96.3K	0.18%	82
2024 Q3	$627K	Sell	3,668 -1,052	-22%	-$177K	0.17%	92
2024 Q2	$800K	Buy	4,720 +974	+26%	+$146K	0.24%	59
2024 Q1	$532K	Buy	3,746 +302	+9%	+$47.6K	0.17%	90
2023 Q4	$508K	Buy	3,444 +400	+13%	+$53.5K	0.19%	99
2023 Q3	$357K	Buy	3,044 +78	+3%	+$9.23K	0.14%	120
2023 Q2	$379K	Sell	2,966 -990	-25%	-$103K	0.15%	112
2023 Q1	$395K	Buy	+3,956	New	+$335K	0.17%	101
2022 Q3	–	Sell	-114	Closed	-$9.38K	–	546
2022 Q2	$9.38K	Hold	114	–	–	0.01%	287
2022 Q1	$11.8K	Buy	+114	New	+$10.2K	0.01%	278

Other funds holding PANW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

WR Wealth Planners's PANW Position: Q4 2024 in Review

WR Wealth Planners reduced its Palo Alto Networks (PANW) stake by 14% in Q4 2024, selling an estimated $96.3K and leaving 3,158 shares worth $575K. The position accounts for 0.18% of the portfolio, ranked #82.

WR Wealth Planners first reported a position in PANW in Q1 2022 and has held it in 10 quarters since. The position peaked at $800K in Q2 2024. 2,292 funds tracked by Wall St. Rank hold PANW as of Q4 2024.

WR Wealth Planners held 3,158 shares of Palo Alto Networks worth $575K as of Q4 2024.
WR Wealth Planners sold 510 Palo Alto Networks shares in Q4 2024, an estimated $96.3K.
Palo Alto Networks made up 0.18% of WR Wealth Planners's portfolio in Q4 2024, its #82 holding.
WR Wealth Planners first reported a position in Palo Alto Networks in Q1 2022 and has held it in 10 quarters since.
WR Wealth Planners's Palo Alto Networks position peaked at $800K in Q2 2024.
2,292 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.