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Palo Alto Networks shares owned by Robertson Stephens Wealth Management

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

Historical chart of Robertson Stephens Wealth Management investment in Palo Alto Networks

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All positions including Palo Alto Networks held by Robertson Stephens 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 Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $585k 2.0k 294.88
2023-09-30 $881k 3.8k 234.44
2023-06-30 $449k 1.8k 255.51
2023-03-31 $391k 2.0k 199.74
2022-12-31 $222k 1.6k 139.54
2022-09-30 $236k 1.4k 163.21
2022-06-30 $275k 557 493.72
2022-03-31 $292k 470 621.28
2021-12-31 $239k 431 554.52

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Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Twilio Cl A (TWLO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr Technology (XLK)
Applovin Corp Com Cl A (APP)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Robertson Stephens Wealth Management

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