BRWA
PANW icon

B. Riley Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

B. Riley Wealth Advisors’s Portfolio PANW Stock Details PANW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.3M Sell
61,181
-254
-0.4% -$58.1K 1.09% 15
2026
Q1 		$9.48M Sell
61,435
-7,998
-12% -$1.34M 0.6% 27
2025
Q4 		$12.8M Buy
69,433
+612
+0.9% +$123K 0.59% 29
2025
Q3 		$14M Buy
68,821
+5,913
+9% +$1.13M 0.65% 28
2025
Q2 		$12.9M Buy
+62,908
New +$11.7M 0.6% 29
2024
Q4 		$14.5M Sell
79,609
-16,087
-17% -$3.04M 0.47% 35
2024
Q3 		$16.2M Sell
95,696
-16,494
-15% -$2.78M 0.45% 38
2024
Q2 		$19M Buy
112,190
+452
+0.4% +$67.6K 0.48% 28
2024
Q1 		$13.1M Sell
111,738
-882
-0.8% -$139K 0.35% 58
2023
Q4 		$16.6M Buy
112,620
+882
+0.8% +$118K 0.45% 36
2023
Q3 		$13.1M Buy
111,738
+14,460
+15% +$1.71M 0.35% 58
2023
Q2 		$12.4M Buy
97,278
+1,324
+1% +$138K 0.28% 73
2023
Q1 		$9.58M Sell
95,954
-3,558
-4% -$302K 0.26% 80
2022
Q4 		$6.94M Buy
99,512
+13,382
+16% +$1.07M 0.19% 120
2022
Q3 		$7.05M Buy
86,130
+19,818
+30% +$1.72M 0.21% 99
2022
Q2 		$5.46M Buy
66,312
+1,008
+2% +$89.4K 0.23% 100
2022
Q1 		$6.78M Buy
65,304
+3,768
+6% +$337K 0.22% 97
2021
Q4 		$5.71M Buy
61,536
+1,518
+3% +$131K 0.16% 131
2021
Q3 		$4.69M Buy
60,018
+4,950
+9% +$348K 0.15% 154
2021
Q2 		$3.39M Buy
55,068
+14,070
+34% +$834K 0.11% 212
2021
Q1 		$2.21M Buy
40,998
+24,372
+147% +$1.45M 0.08% 289
2020
Q4 		$986K Sell
16,626
-184,968
-92% -$8.64M 0.05% 336
2020
Q3 		$8.02M Buy
201,594
+110,112
+120% +$4.58M 0.43% 57
2020
Q2 		$3.5M Buy
91,482
+73,752
+416% +$2.6M 0.23% 105
2020
Q1 		$485K Buy
17,730
+2,802
+19% +$97.8K 0.04% 396
2019
Q4 		$577K Buy
14,928
+108
+0.7% +$4.08K 0.05% 388
2019
Q3 		$505K Sell
14,820
-6,654
-31% -$236K 0.05% 408
2019
Q2 		$732K Buy
21,474
+4,302
+25% +$161K 0.08% 261
2019
Q1 		$697K Buy
17,172
+3,210
+23% +$119K 0.09% 249
2018
Q4 		$440K Sell
13,962
-258
-2% -$8.04K 0.06% 333
2018
Q3 		$535K Sell
14,220
-1,854
-12% -$67.5K 0.06% 338
2018
Q2 		$551K Buy
16,074
+678
+4% +$22.6K 0.07% 300
2018
Q1 		$467K Buy
15,396
+2,886
+23% +$80.2K 0.07% 326
2017
Q4 		$303K Sell
12,510
-5,784
-32% -$141K 0.04% 443
2017
Q3 		$440K Buy
18,294
+1,380
+8% +$31.4K 0.07% 288
2017
Q2 		$378K Buy
16,914
+762
+5% +$15.4K 0.07% 309
2017
Q1 		$305K Buy
16,152
+4,560
+39% +$102K 0.06% 335
2016
Q4 		$242K Sell
11,592
-1,500
-11% -$35.9K 0.05% 399
2016
Q3 		$349K Sell
13,092
-6,906
-35% -$157K 0.07% 362
2016
Q2 		$409K Buy
19,998
+1,470
+8% +$34K 0.08% 305
2016
Q1 		$504K Sell
18,528
-8,076
-30% -$199K 0.12% 223
2015
Q4 		$782K Buy
26,604
+11,388
+75% +$329K 0.16% 168
2015
Q3 		$437K Buy
15,216
+4,734
+45% +$140K 0.11% 256
2015
Q2 		$306K Buy
10,482
+1,554
+17% +$41.5K 0.08% 327
2015
Q1 		$217K Sell
8,928
-11,958
-57% -$268K 0.05% 444
2014
Q4 		$2.36K Sell
20,886
-3,234
-13% -$59.6K 0.05% 503
2014
Q3 		$394K Sell
24,120
-18,480
-43% -$265K 0.1% 264
2014
Q2 		$298K Buy
42,600
+24,300
+133% +$284K 0.07% 319
2014
Q1 		$209K Buy
+18,300
New +$208K 0.06% 374

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

B. Riley Wealth Advisors's PANW Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Palo Alto Networks (PANW) stake by 0.41% in Q2 2026, selling an estimated $58.1K and leaving 61,181 shares worth $20.3M. The position accounts for 1.09% of the portfolio, ranked #15.

B. Riley Wealth Advisors first reported a position in PANW in Q1 2014 and has held it in 49 quarters since. 996 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • B. Riley Wealth Advisors held 61,181 shares of Palo Alto Networks worth $20.3M as of Q2 2026.
  • B. Riley Wealth Advisors sold 254 Palo Alto Networks shares in Q2 2026, an estimated $58.1K.
  • Palo Alto Networks made up 1.09% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • B. Riley Wealth Advisors first reported a position in Palo Alto Networks in Q1 2014 and has held it in 49 quarters since.
  • 996 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.