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Redwood Wealth Management Group’s Palo Alto Networks PANW Stock Holding History

Redwood Wealth Management Group’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 		– Sell
-2,367
Closed -$379K – 86
2026
Q1 		$379K Buy
2,367
+70
+3% +$11.8K 0.16% 110
2025
Q4 		$423K Sell
2,297
-256
-10% -$51.6K 0.18% 106
2025
Q3 		$520K Buy
2,553
+12
+0.5% +$2.3K 0.22% 96
2025
Q2 		$520K Sell
2,541
-42
-2% -$7.8K 0.23% 98
2025
Q1 		$441K Buy
2,583
+899
+53% +$166K 0.22% 100
2024
Q4 		$307K Buy
1,684
+100
+6% +$18.9K 0.15% 126
2024
Q3 		$271K Sell
1,584
-768
-33% -$129K 0.13% 134
2024
Q2 		$399K Buy
2,352
+354
+18% +$52.9K 0.3% 76
2024
Q1 		$284K Buy
+1,998
New +$315K 0.3% 92

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Redwood Wealth Management Group's PANW Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of Palo Alto Networks (PANW) in Q2 2026, closing a stake of 2,367 shares — an estimated $379K sold.

Redwood Wealth Management Group first reported a position in PANW in Q1 2024 and held it in 9 quarters. The position peaked at $520K in Q2 2025. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining Palo Alto Networks position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 2,367 Palo Alto Networks shares in Q2 2026, an estimated $379K.
  • Redwood Wealth Management Group first reported a position in Palo Alto Networks in Q1 2024 and held it in 9 quarters.
  • Redwood Wealth Management Group's Palo Alto Networks position peaked at $520K in Q2 2025.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.