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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Realta Investment Advisors's PANW Position: Q1 2026 in Review

Realta Investment Advisors sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 6,372 shares — an estimated $1.17M sold.

Realta Investment Advisors first reported a position in PANW in Q1 2019 and held it in 16 quarters. The position peaked at $1.18M in Q3 2025. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Realta Investment Advisors reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
  • Realta Investment Advisors sold 6,372 Palo Alto Networks shares in Q1 2026, an estimated $1.17M.
  • Realta Investment Advisors first reported a position in Palo Alto Networks in Q1 2019 and held it in 16 quarters.
  • Realta Investment Advisors's Palo Alto Networks position peaked at $1.18M in Q3 2025.
  • 2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Realta Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.