RMDI
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R.M. Davis Inc’s Palo Alto Networks PANW Stock Holding History

R.M. Davis Inc’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 		$236M Sell
693,408
-6,402
-0.9% -$1.47M 3.73% 6
2026
Q1 		$112M Buy
699,810
+7,862
+1% +$1.32M 1.99% 12
2025
Q4 		$127M Sell
691,948
-6,436
-0.9% -$1.3M 2.19% 12
2025
Q3 		$142M Sell
698,384
-6,747
-1% -$1.29M 2.49% 8
2025
Q2 		$144M Sell
705,131
-3,575
-0.5% -$664K 2.68% 8
2025
Q1 		$121M Sell
708,706
-7,375
-1% -$1.36M 2.42% 8
2024
Q4 		$130M Sell
716,081
-19,487
-3% -$3.68M 2.54% 8
2024
Q3 		$126M Sell
735,568
-25,534
-3% -$4.3M 2.43% 7
2024
Q2 		$129M Sell
761,102
-13,478
-2% -$2.02M 2.62% 7
2024
Q1 		$110M Sell
774,580
-26,598
-3% -$4.2M 2.3% 7
2023
Q4 		$118M Sell
801,178
-33,244
-4% -$4.44M 2.73% 6
2023
Q3 		$97.8M Sell
834,422
-26,860
-3% -$3.18M 2.45% 6
2023
Q2 		$110M Sell
861,282
-28,700
-3% -$2.99M 2.64% 6
2023
Q1 		$88.9M Sell
889,982
-24,080
-3% -$2.04M 2.26% 6
2022
Q4 		$63.8M Buy
914,062
+8,698
+1% +$698K 1.72% 11
2022
Q3 		$74.1M Sell
905,364
-13,428
-1% -$1.16M 2.15% 7
2022
Q2 		$75.6M Sell
918,792
-12,270
-1% -$1.09M 2.11% 7
2022
Q1 		$96.6M Sell
931,062
-8,820
-0.9% -$789K 2.3% 5
2021
Q4 		$87.2M Sell
939,882
-7,950
-0.8% -$688K 1.94% 10
2021
Q3 		$75.7M Buy
947,832
+17,946
+2% +$1.26M 1.88% 11
2021
Q2 		$57.5M Buy
929,886
+44,580
+5% +$2.64M 1.45% 23
2021
Q1 		$47.5M Buy
885,306
+38,088
+4% +$2.26M 1.31% 27
2020
Q4 		$50.2M Buy
847,218
+95,544
+13% +$4.46M 1.44% 24
2020
Q3 		$30.7M Buy
751,674
+100,842
+15% +$4.19M 1% 36
2020
Q2 		$24.9M Buy
650,832
+130,284
+25% +$4.59M 0.89% 45
2020
Q1 		$14.2M Buy
520,548
+234,252
+82% +$8.18M 0.59% 66
2019
Q4 		$11M Buy
+286,296
New +$10.8M 0.36% 78

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

R.M. Davis Inc's PANW Position: Q2 2026 in Review

R.M. Davis Inc reduced its Palo Alto Networks (PANW) stake by 0.91% in Q2 2026, selling an estimated $1.47M and leaving 693,408 shares worth $236M. The position accounts for 3.73% of the portfolio, ranked #6.

R.M. Davis Inc first reported a position in PANW in Q4 2019 and has held it in 27 quarters since. 2,901 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • R.M. Davis Inc held 693,408 shares of Palo Alto Networks worth $236M as of Q2 2026.
  • R.M. Davis Inc sold 6,402 Palo Alto Networks shares in Q2 2026, an estimated $1.47M.
  • Palo Alto Networks made up 3.73% of R.M. Davis Inc's portfolio in Q2 2026, its #6 holding.
  • R.M. Davis Inc first reported a position in Palo Alto Networks in Q4 2019 and has held it in 27 quarters since.
  • 2,901 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on R.M. Davis Inc's 13F filing for Q2 2026, filed 14 Aug 2026.