Real Talk Capital’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.77M Sell
8,117
-1,547
-16% -$354K 2.06% 5
2026
Q1
$1.55M Buy
9,664
+176
+2% +$29.6K 1.46% 7
2025
Q4
$1.75M Buy
9,488
+434
+5% +$87.6K 1.74% 6
2025
Q3
$1.84M Buy
9,054
+136
+2% +$26K 1.98% 7
2025
Q2
$1.82M Buy
8,918
+59
+0.7% +$11K 2.19% 5
2025
Q1
$1.51M Buy
8,859
+131
+2% +$24.2K 2.04% 6
2024
Q4
$1.59M Buy
+8,728
New +$1.65M 2.08% 6

Other funds holding PANW

Real Talk Capital's PANW Position: Q2 2026 in Review

Real Talk Capital reduced its Palo Alto Networks (PANW) stake by 16% in Q2 2026, selling an estimated $354K and leaving 8,117 shares worth $2.77M. The position accounts for 2.06% of the portfolio, ranked #5.

Real Talk Capital first reported a position in PANW in Q4 2024 and has held it in 7 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Real Talk Capital held 8,117 shares of Palo Alto Networks worth $2.77M as of Q2 2026.
  • Real Talk Capital sold 1,547 Palo Alto Networks shares in Q2 2026, an estimated $354K.
  • Palo Alto Networks made up 2.06% of Real Talk Capital's portfolio in Q2 2026, its #5 holding.
  • Real Talk Capital first reported a position in Palo Alto Networks in Q4 2024 and has held it in 7 quarters since.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Real Talk Capital's 13F filing for Q2 2026, filed 14 Aug 2026.