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Realta Investment Advisors’s Palo Alto Networks PANW Stock Holding History

Realta Investment 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
Q3 		$207K Buy
+521
New +$185K 0.06% 204
2026
Q1 		– Sell
-6,372
Closed -$1.17M – 395
2025
Q4 		$1.17M Buy
6,372
+569
+10% +$115K 0.38% 61
2025
Q3 		$1.18M Buy
5,803
+537
+10% +$103K 0.4% 59
2025
Q2 		$1.08M Buy
5,266
+222
+4% +$41.2K 0.43% 55
2025
Q1 		$861K Buy
5,044
+6
+0.1% +$1.11K 0.39% 64
2024
Q4 		$923K Buy
5,038
+142
+3% +$26.8K 0.38% 59
2024
Q3 		$915K Sell
4,896
-918
-16% -$155K 0.42% 54
2024
Q2 		$986K Buy
5,814
+1,570
+37% +$235K 0.19% 119
2024
Q1 		$603K Buy
4,244
+932
+28% +$147K 0.12% 201
2023
Q4 		$488K Buy
3,312
+752
+29% +$101K 0.11% 225
2023
Q3 		$327K Hold
2,560
– – 0.08% 276
2023
Q2 		$327K Buy
2,560
+322
+14% +$33.5K 0.07% 284
2023
Q1 		$224K Buy
+2,238
New +$190K 0.05% 365
2020
Q1 		– Sell
-3,384
Closed -$129K – 1060
2019
Q4 		$129K Buy
3,384
+24
+0.7% +$908 0.04% 437
2019
Q3 		$114K Sell
3,360
-294
-8% -$10.4K 0.03% 469
2019
Q2 		$123K Buy
3,654
+1,176
+47% +$44K 0.03% 446
2019
Q1 		$101K Buy
+2,478
New +$91.9K 0.05% 391

Other funds holding PANW

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Realta Investment Advisors's PANW Position: Q3 2026 in Review

Realta Investment Advisors opened a new position in Palo Alto Networks (PANW) in Q3 2026: 521 shares worth $207K. The stake represents 0.06% of the portfolio and ranks #204 among its holdings. This is a return to the name: Realta Investment Advisors previously reported a position in PANW as recently as Q4 2025.

Realta Investment Advisors first reported a position in PANW in Q1 2019 and has held it in 17 quarters since. The position peaked at $1.18M in Q3 2025. 436 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • Realta Investment Advisors held 521 shares of Palo Alto Networks worth $207K as of Q3 2026.
  • Palo Alto Networks was a new Realta Investment Advisors position in Q3 2026.
  • Palo Alto Networks made up 0.06% of Realta Investment Advisors's portfolio in Q3 2026, its #204 holding.
  • Realta Investment Advisors first reported a position in Palo Alto Networks in Q1 2019 and has held it in 17 quarters since.
  • Realta Investment Advisors's Palo Alto Networks position peaked at $1.18M in Q3 2025.
  • 436 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.