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
Q3 		$682K Sell
1,717
-2
-0.1% -$712 0.27% 42
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Green Ridge Wealth Planning's PANW Position: Q3 2026 in Review

Green Ridge Wealth Planning reduced its Palo Alto Networks (PANW) stake by 0.12% in Q3 2026, selling an estimated $712 and leaving 1,717 shares worth $682K. The position accounts for 0.27% of the portfolio, ranked #42.

Green Ridge Wealth Planning first reported a position in PANW in Q4 2025 and has held it in 4 quarters since. 99 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • Green Ridge Wealth Planning held 1,717 shares of Palo Alto Networks worth $682K as of Q3 2026.
  • Green Ridge Wealth Planning sold 2 Palo Alto Networks shares in Q3 2026, an estimated $712.
  • Palo Alto Networks made up 0.27% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #42 holding.
  • Green Ridge Wealth Planning first reported a position in Palo Alto Networks in Q4 2025 and has held it in 4 quarters since.
  • 99 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.