Red Wave Investments’s Palo Alto Networks PANW Stock Holding History

Red Wave Investments’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	$392K	Buy	+1,150	New	+$263K	0.1%	77
2026 Q1	–	Sell	-1,150	Closed	-$212K	–	123
2025 Q4	$212K	Hold	1,150	–	–	0.06%	105
2025 Q3	$234K	Hold	1,150	–	–	0.07%	99
2025 Q2	$235K	Buy	+1,150	New	+$214K	0.08%	95
2025 Q1	–	Sell	-1,150	Closed	-$209K	–	106
2024 Q4	$209K	Buy	+1,150	New	+$217K	0.07%	100

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Red Wave Investments's PANW Position: Q2 2026 in Review

Red Wave Investments opened a new position in Palo Alto Networks (PANW) in Q2 2026: 1,150 shares worth $392K. The stake represents 0.1% of the portfolio and ranks #77 among its holdings. This is a return to the name: Red Wave Investments previously reported a position in PANW as recently as Q4 2025.

Red Wave Investments first reported a position in PANW in Q4 2024 and has held it in 5 quarters since. 2,888 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Red Wave Investments held 1,150 shares of Palo Alto Networks worth $392K as of Q2 2026.
Palo Alto Networks was a new Red Wave Investments position in Q2 2026.
Palo Alto Networks made up 0.1% of Red Wave Investments's portfolio in Q2 2026, its #77 holding.
Red Wave Investments first reported a position in Palo Alto Networks in Q4 2024 and has held it in 5 quarters since.
2,888 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Red Wave Investments's 13F filing for Q2 2026, filed 6 Aug 2026.