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
2025
Q2 		– Sell
-200
Closed -$34.1K – 1287
2025
Q1 		$34.1K Buy
+200
New +$37K ﹤0.01% 1280

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 50 quarters since. 2,901 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 50 quarters since.
  • 2,901 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.