GRWP
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Green Ridge Wealth Planning’s Palo Alto Networks PANW Stock Holding History

Green Ridge Wealth Planning’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 		$586K Buy
1,719
+1
+0.1% +$229 0.25% 45
2026
Q1 		$275K Sell
1,718
-153
-8% -$25.7K 0.15% 65
2025
Q4 		$345K Buy
+1,871
New +$377K 0.18% 58

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

Green Ridge Wealth Planning's PANW Position: Q2 2026 in Review

Green Ridge Wealth Planning increased its Palo Alto Networks (PANW) stake by 0.06% in Q2 2026, buying an estimated $229 and bringing the position to 1,719 shares worth $586K. The position accounts for 0.25% of the portfolio, ranked #45.

Green Ridge Wealth Planning first reported a position in PANW in Q4 2025 and has held it in 3 quarters since. 2,885 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Green Ridge Wealth Planning held 1,719 shares of Palo Alto Networks worth $586K as of Q2 2026.
  • Green Ridge Wealth Planning bought 1 Palo Alto Networks share in Q2 2026, an estimated $229.
  • Palo Alto Networks made up 0.25% of Green Ridge Wealth Planning's portfolio in Q2 2026, its #45 holding.
  • Green Ridge Wealth Planning first reported a position in Palo Alto Networks in Q4 2025 and has held it in 3 quarters since.
  • 2,885 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q2 2026, filed 8 Jul 2026.