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Palo Alto Networks shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo Wealth Partners investment in Palo Alto Networks

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Palo Alto Networks by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 11k 284.13
2023-12-31 $3.7M 13k 294.88
2023-09-30 $4.5M 19k 234.44
2023-06-30 $4.5M 18k 255.51
2023-03-31 $1.3M 6.6k 199.74

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Abbvie (ABBV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Broadcom (AVGO)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Abbott Laboratories (ABT)
Ishares Tr Tips Bd Etf (TIP)
First Tr Exchange-traded Senior Ln Fd (FTSL)
First Tr Exchng Traded Fd Vi Tcw Uncontrai (UCON)
Principal Exchange Traded Active High Yl (YLD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
JPMorgan Chase & Co. (JPM)

View all positions for Cyndeo Wealth Partners

Top funds holding Palo Alto Networks

Vanguard Group
Bank of America Corporation
Jpmorgan Chase & Co
Goldman Sachs Group
Norges Bank Investment Management
Citadel Advisors
Royal Bank of Canada
Barclays
Wells Fargo & Company
Millennium Management
UBS Group
ClearBridge Advisors
Legal & General Group
Citigroup
Jennison Associates

View all funds holding Palo Alto Networks