Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Confluence Wealth Services »

Palo Alto Networks shares owned by Confluence Wealth Services

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

Historical chart of Confluence Wealth Services investment in Palo Alto Networks

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in Palo Alto Networks by Confluence Wealth Services

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$337k	1.7k	203.62
2025-06-30	$347k	1.7k	204.64
2025-03-31	$304k	1.8k	168.32
2024-12-31	$248k	1.3k	187.32
2024-09-30	$218k	637	341.80
2021-12-31	$43k	79	544.30

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)

Vanguard Dividend Appreciation Etf Div App Etf (VIG)

Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)

Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)

Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)

Dimensional International Value Etf Internatnal Val (DFIV)

Dimensional U.s. Small Cap Etf Us Small Cap Etf (DFAS)

Ishares Tr Core Div Grwth Core Div Grwth (DGRO)

Capital Group Divid Growers Etf Shs Etf (CGDG)

Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)

Dimensional World Ex U.s. Core Equity 2 Etf World Ex Us Core (DFAX)

Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)

Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

Microsoft Corporation (MSFT)

View all positions for Confluence Wealth Services

Top funds holding Palo Alto Networks

State Street Corporation

Jpmorgan Chase & Co

Geode Capital Management

Susquehanna International

Royal Bank of Canada

Citadel Advisors

Goldman Sachs Group

View all funds holding Palo Alto Networks

© 2025 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z