Triad Wealth Partners »

Palo Alto Networks shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners investment in Palo Alto Networks

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Palo Alto Networks by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $211k 1.0k 203.62
2025-06-30 $288k 1.4k 204.64
2025-03-31 $277k 1.6k 170.64
2024-12-31 $298k 1.6k 181.96
2024-06-30 $343k 1.0k 339.01

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
Vanguard World Mega Cap Index (MGC)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for Triad Wealth Partners

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