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Rational Advisors’s Palo Alto Networks PANW Stock Holding History

Rational 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
2026
Q2 		$483K Sell
1,416
-3,633
-72% -$832K 0.04% 113
2026
Q1 		$809K Buy
5,049
+586
+13% +$98.4K 0.08% 95
2025
Q4 		$822K Buy
4,463
+1,691
+61% +$341K 0.08% 97
2025
Q3 		$564K Buy
2,772
+733
+36% +$140K 0.06% 99
2025
Q2 		$417K Sell
2,039
-222
-10% -$41.2K 0.04% 105
2025
Q1 		$386K Sell
2,261
-161
-7% -$29.8K 0.04% 108
2024
Q4 		$441K Sell
2,422
-24
-1% -$4.53K 0.04% 96
2024
Q3 		$418K Sell
2,446
-486
-17% -$81.8K 0.04% 94
2024
Q2 		$497K Buy
+2,932
New +$439K 0.05% 88
2023
Q3 		– Sell
-16,800
Closed -$2.15M – 300
2023
Q2 		$2.15M Buy
+16,800
New +$1.75M 0.18% 57
2022
Q4 		– Sell
-23,382
Closed -$1.92M – 251
2022
Q3 		$1.92M Buy
23,382
+19,200
+459% +$1.66M 0.15% 50
2022
Q2 		$344K Buy
+4,182
New +$371K 0.02% 101
2020
Q4 		– Sell
-108
Closed -$4K – 496
2020
Q3 		$4K Sell
108
-462
-81% -$19.2K ﹤0.01% 405
2020
Q2 		$22K Buy
+570
New +$20.1K 0.01% 268
2020
Q1 		– Sell
-30,600
Closed -$1.18M – 416
2019
Q4 		$1.18M Sell
30,600
-29,448
-49% -$1.11M 0.55% 52
2019
Q3 		$2.04M Sell
60,048
-17,388
-22% -$615K 0.79% 28
2019
Q2 		$2.63M Sell
77,436
-5,802
-7% -$217K 0.93% 18
2019
Q1 		$3.37M Buy
83,238
+83,190
+173,313% +$3.09M 0.91% 24
2018
Q4 		$2K Sell
48
-20,964
-100% -$654K ﹤0.01% 485
2018
Q3 		$789K Buy
21,012
+20,898
+18,332% +$761K 0.19% 122
2018
Q2 		$4K Sell
114
-1,464
-93% -$48.8K ﹤0.01% 403
2018
Q1 		$48K Buy
+1,578
New +$43.8K 0.02% 283

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Rational Advisors's PANW Position: Q2 2026 in Review

Rational Advisors reduced its Palo Alto Networks (PANW) stake by 72% in Q2 2026, selling an estimated $832K and leaving 1,416 shares worth $483K. The position accounts for 0.04% of the portfolio, ranked #113.

Rational Advisors first reported a position in PANW in Q1 2018 and has held it in 22 quarters since. The position peaked at $3.37M in Q1 2019. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Rational Advisors held 1,416 shares of Palo Alto Networks worth $483K as of Q2 2026.
  • Rational Advisors sold 3,633 Palo Alto Networks shares in Q2 2026, an estimated $832K.
  • Palo Alto Networks made up 0.04% of Rational Advisors's portfolio in Q2 2026, its #113 holding.
  • Rational Advisors first reported a position in Palo Alto Networks in Q1 2018 and has held it in 22 quarters since.
  • Rational Advisors's Palo Alto Networks position peaked at $3.37M in Q1 2019.
  • 1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.