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Palo Alto Networks shares owned by Cascade Wealth Advisors

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

Historical chart of Cascade Wealth Advisors investment in Palo Alto Networks

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

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Quarterly reported holdings in Palo Alto Networks by Cascade Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $243k 1.1k 216.54
2024-12-31 $204k 1.1k 181.96
2024-06-30 $218k 680 320.13

More positions owned by Cascade Wealth Advisors

Neos Etf Trust Neos S&p 500 Hi (SPYI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Neos Etf Trust Nasdaq 100 High (QQQI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Neos Etf Trust Russell 2000 Hig (IWMI)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Cascade Wealth Advisors

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