Long Run Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Long Run 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 Q4	$3.67M	Buy	19,926 +258	+1%	+$52.1K	0.69%	39
2025 Q3	$4M	Buy	19,668 +455	+2%	+$87.1K	0.79%	32
2025 Q2	$3.93M	Sell	19,213 -1,160	-6%	-$215K	0.82%	32
2025 Q1	$3.48M	Buy	20,373 +1,641	+9%	+$303K	0.79%	37
2024 Q4	$3.41M	Sell	18,732 -3,092	-14%	-$584K	0.82%	41
2024 Q3	$3.73M	Sell	21,824 -2,202	-9%	-$371K	0.88%	34
2024 Q2	$4.07M	Buy	24,026 +1,194	+5%	+$179K	1.03%	28
2024 Q1	$3.24M	Buy	22,832 +678	+3%	+$107K	0.85%	36
2023 Q4	$3.27M	Buy	22,154 +1,342	+6%	+$179K	0.94%	30
2023 Q3	$2.44M	Buy	20,812 +474	+2%	+$56.1K	0.79%	36
2023 Q2	$2.6M	Sell	20,338 -3,662	-15%	-$381K	0.83%	30
2023 Q1	$2.4M	Sell	24,000 -790	-3%	-$66.9K	0.82%	29
2022 Q4	$1.73M	Buy	24,790 +1,068	+5%	+$85.8K	0.62%	44
2022 Q3	$1.94M	Buy	23,722 +412	+2%	+$35.7K	0.77%	37
2022 Q2	$1.92M	Sell	23,310 -432	-2%	-$38.3K	0.74%	36
2022 Q1	$2.46M	Buy	23,742 +84	+0.4%	+$7.52K	0.86%	34
2021 Q4	$2.2M	Buy	+23,658	New	+$2.05M	0.77%	35

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Long Run Wealth Advisors's PANW Position: Q4 2025 in Review

Long Run Wealth Advisors increased its Palo Alto Networks (PANW) stake by 1.3% in Q4 2025, buying an estimated $52.1K and bringing the position to 19,926 shares worth $3.67M. The position accounts for 0.69% of the portfolio, ranked #39.

Long Run Wealth Advisors first reported a position in PANW in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.07M in Q2 2024. 2,523 funds tracked by Wall St. Rank hold PANW as of Q4 2025.

Long Run Wealth Advisors held 19,926 shares of Palo Alto Networks worth $3.67M as of Q4 2025.
Long Run Wealth Advisors bought 258 Palo Alto Networks shares in Q4 2025, an estimated $52.1K.
Palo Alto Networks made up 0.69% of Long Run Wealth Advisors's portfolio in Q4 2025, its #39 holding.
Long Run Wealth Advisors first reported a position in Palo Alto Networks in Q4 2021 and has held it in 17 quarters since.
Long Run Wealth Advisors's Palo Alto Networks position peaked at $4.07M in Q2 2024.
2,523 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.