Dale Q Rice Investment Management’s Palo Alto Networks PANW Stock Holding History

Dale Q Rice Investment Management’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	$672K	Sell	1,971 -6	-0.3%	-$1.37K	0.36%	31
2026 Q1	$317K	Sell	1,977 -103	-5%	-$17.3K	0.24%	53
2025 Q4	$383K	Sell	2,080 -20	-1%	-$4.04K	0.27%	49
2025 Q3	$452K	Hold	2,100	–	–	0.32%	43
2025 Q2	$404K	Sell	2,100 -1,500	-42%	-$279K	0.34%	45
2025 Q1	$614K	Hold	3,600	–	–	0.32%	46
2024 Q4	$655K	Buy	+3,600	New	+$680K	0.29%	42

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dale Q Rice Investment Management's PANW Position: Q2 2026 in Review

Dale Q Rice Investment Management reduced its Palo Alto Networks (PANW) stake by 0.3% in Q2 2026, selling an estimated $1.37K and leaving 1,971 shares worth $672K. The position accounts for 0.36% of the portfolio, ranked #31.

Dale Q Rice Investment Management first reported a position in PANW in Q4 2024 and has held it in 7 quarters since. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Dale Q Rice Investment Management held 1,971 shares of Palo Alto Networks worth $672K as of Q2 2026.
Dale Q Rice Investment Management sold 6 Palo Alto Networks shares in Q2 2026, an estimated $1.37K.
Palo Alto Networks made up 0.36% of Dale Q Rice Investment Management's portfolio in Q2 2026, its #31 holding.
Dale Q Rice Investment Management first reported a position in Palo Alto Networks in Q4 2024 and has held it in 7 quarters since.
2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Dale Q Rice Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.