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Palo Alto Networks shares owned by 49 Wealth Management

Quarter-by-quarter ownership of Palo Alto Networks (PANW) shares owned by 49 Wealth Management from 13F filings

Historical chart of 49 Wealth Management investment in Palo Alto Networks

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All positions including Palo Alto Networks held by 49 Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Palo Alto Networks by 49 Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $255k 1.3k 203.62
2025-06-30 $263k 1.3k 204.64
2025-03-31 $218k 1.3k 170.64
2024-12-31 $235k 1.3k 181.96
2024-09-30 $219k 642 341.80

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Spdr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG)
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Opal Dividend Income Etf Opal Divd Incm E
The Opal International Div In Etf Opal Intl Income (IDVZ)
Apple (AAPL)
Vanguard Value Etf Value Etf (VTV)
Global X 1-3 Month T-bill Etf 1-3 Month T-bill (CLIP)
Ishares Core Msci Emerging Etf Core Msci Emkt (IEMG)
Vanguard Short Term Treasury Etf Short Term Treas (VGSH)
Ishares Msci Usa Qlty Fact Etf Msci Usa Qlt Fct (QUAL)
Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA)
Janus Henderson Aaa Clo Etf Hendrson Aaa Cl (JAAA)
Ishares Core S&p Mid Cap Etf Core S&p Mcp Etf (IJH)
Vanguard Long-term Treas Index Fd Etf Long Term Treas (VGLT)
Invsc Bulletshr 2027 Crp Bnd Etf Iv Bulshs 2027 Cb (BSCR)

View all positions for 49 Wealth Management

Top funds holding Palo Alto Networks

Vanguard Group
BlackRock
Morgan Stanley
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Susquehanna International
Jane Street
Royal Bank of Canada
UBS Group
Citadel Advisors
Nuveen
FMR
Northern Trust
Goldman Sachs Group

View all funds holding Palo Alto Networks