RCA
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Ranch Capital Advisors’s Palo Alto Networks PANW Stock Holding History

Ranch Capital 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
Q3 		– Sell
-3,449
Closed -$706K – 156
2025
Q2 		$706K Buy
3,449
+173
+5% +$32.1K 0.31% 76
2025
Q1 		$559K Buy
3,276
+174
+6% +$32.2K 0.27% 88
2024
Q4 		$564K Buy
3,102
+98
+3% +$18.5K 0.27% 88
2024
Q3 		$513K Sell
3,004
-34
-1% -$5.72K 0.24% 97
2024
Q2 		$515K Buy
3,038
+20
+0.7% +$2.99K 0.27% 94
2024
Q1 		$429K Buy
3,018
+104
+4% +$16.4K 0.23% 106
2023
Q4 		$430K Buy
+2,914
New +$390K 0.27% 100
2020
Q3 		– Sell
-24
Closed -$1K – 911
2020
Q2 		$1K Buy
+24
New +$846 ﹤0.01% 874

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return