RIS
PANW icon

Retirement Income Solutions’s Palo Alto Networks PANW Stock Holding History

Retirement Income Solutions’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
-1,230
Closed -$227K – 179
2025
Q4 		$227K Buy
1,230
+68
+6% +$13.7K 0.04% 153
2025
Q3 		$237K Buy
1,162
+70
+6% +$13.4K 0.04% 146
2025
Q2 		$223K Buy
+1,092
New +$203K 0.04% 142

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Retirement Income Solutions's PANW Position: Q1 2026 in Review

Retirement Income Solutions sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 1,230 shares — an estimated $227K sold.

Retirement Income Solutions first reported a position in PANW in Q2 2025 and held it in 3 quarters. The position peaked at $237K in Q3 2025. 2,482 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Retirement Income Solutions reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
  • Retirement Income Solutions sold 1,230 Palo Alto Networks shares in Q1 2026, an estimated $227K.
  • Retirement Income Solutions first reported a position in Palo Alto Networks in Q2 2025 and held it in 3 quarters.
  • Retirement Income Solutions's Palo Alto Networks position peaked at $237K in Q3 2025.
  • 2,482 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Retirement Income Solutions's 13F filing for Q1 2026, filed 4 May 2026.