ZF
PANW icon

Zega Financial’s Palo Alto Networks PANW Stock Holding History

Zega Financial’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
Q3 		$2.05M Buy
11,994
+96
+0.8% +$16.2K 0.31% 25
2024
Q2 		$2.02M Sell
11,898
-2,578
-18% -$386K 0.36% 24
2024
Q1 		$2.06M Buy
14,476
+3,760
+35% +$593K 0.7% 19
2023
Q4 		$1.58M Buy
+10,716
New +$1.43M 0.51% 24

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Zega Financial's PANW Position: Q3 2024 in Review

Zega Financial increased its Palo Alto Networks (PANW) stake by 0.81% in Q3 2024, buying an estimated $16.2K and bringing the position to 11,994 shares worth $2.05M. The position accounts for 0.31% of the portfolio, ranked #25.

Zega Financial first reported a position in PANW in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.06M in Q1 2024. 2,066 funds tracked by Wall St. Rank hold PANW as of Q3 2024.

  • Zega Financial held 11,994 shares of Palo Alto Networks worth $2.05M as of Q3 2024.
  • Zega Financial bought 96 Palo Alto Networks shares in Q3 2024, an estimated $16.2K.
  • Palo Alto Networks made up 0.31% of Zega Financial's portfolio in Q3 2024, its #25 holding.
  • Zega Financial first reported a position in Palo Alto Networks in Q4 2023 and has held it in 4 quarters since.
  • Zega Financial's Palo Alto Networks position peaked at $2.06M in Q1 2024.
  • 2,066 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2024.

Based on Zega Financial's 13F filing for Q3 2024, filed 14 Nov 2024.