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

Regal 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
Q2 		$2.64M Buy
7,741
+757
+11% +$173K 0.14% 174
2026
Q1 		$1.12M Buy
6,984
+4,187
+150% +$703K 0.06% 270
2025
Q4 		$515K Sell
2,797
-184
-6% -$37.1K 0.03% 417
2025
Q3 		$607K Buy
2,981
+48
+2% +$9.19K 0.04% 348
2025
Q2 		$600K Sell
2,933
-88
-3% -$16.3K 0.05% 318
2025
Q1 		$515K Sell
3,021
-1,142
-27% -$211K 0.04% 322
2024
Q4 		$757K Sell
4,163
-953
-19% -$180K 0.06% 266
2024
Q3 		$874K Sell
5,116
-62
-1% -$10.4K 0.06% 264
2024
Q2 		$878K Buy
5,178
+166
+3% +$24.8K 0.06% 269
2024
Q1 		$712K Buy
5,012
+396
+9% +$62.5K 0.05% 296
2023
Q4 		$681K Buy
4,616
+1,000
+28% +$134K 0.05% 281
2023
Q3 		$424K Sell
3,616
-1,628
-31% -$193K 0.04% 317
2023
Q2 		$670K Buy
5,244
+612
+13% +$63.7K 0.06% 252
2023
Q1 		$463K Buy
+4,632
New +$393K 0.04% 293
2022
Q2 		– Sell
-2,154
Closed -$224K – 542
2022
Q1 		$224K Buy
+2,154
New +$193K 0.02% 479
2021
Q4 		– Sell
-7,380
Closed -$589K – 552
2021
Q3 		$589K Buy
7,380
+2,916
+65% +$205K 0.06% 310
2021
Q2 		$276K Buy
+4,464
New +$264K 0.03% 437
2021
Q1 		– Sell
-3,594
Closed -$213K – 304
2020
Q4 		$213K Buy
+3,594
New +$168K 0.02% 439
2019
Q2 		– Sell
-6,138
Closed -$248K – 359
2019
Q1 		$248K Buy
+6,138
New +$228K 0.05% 265
2015
Q4 		– Sell
-1,950
Closed -$55K – 696
2015
Q3 		$55K Hold
1,950
– – 0.01% 418
2015
Q2 		$56K Sell
1,950
-1,368
-41% -$36.5K 0.02% 401
2015
Q1 		$81K Buy
+3,318
New +$74.3K 0.02% 369

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 $3.37T AUM 44.26% 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

Regal Investment Advisors's PANW Position: Q2 2026 in Review

Regal Investment Advisors increased its Palo Alto Networks (PANW) stake by 11% in Q2 2026, buying an estimated $173K and bringing the position to 7,741 shares worth $2.64M. The position accounts for 0.14% of the portfolio, ranked #174.

Regal Investment Advisors first reported a position in PANW in Q1 2015 and has held it in 22 quarters since. 2,915 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Regal Investment Advisors held 7,741 shares of Palo Alto Networks worth $2.64M as of Q2 2026.
  • Regal Investment Advisors bought 757 Palo Alto Networks shares in Q2 2026, an estimated $173K.
  • Palo Alto Networks made up 0.14% of Regal Investment Advisors's portfolio in Q2 2026, its #174 holding.
  • Regal Investment Advisors first reported a position in Palo Alto Networks in Q1 2015 and has held it in 22 quarters since.
  • 2,915 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.