RFG - Bristol Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

RFG - Bristol Wealth 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	$283K	Buy	+831	New	+$190K	0.07%	154
2026 Q1	–	Sell	-3,299	Closed	-$608K	–	187
2025 Q4	$608K	Sell	3,299 -150	-4%	-$30.3K	0.17%	99
2025 Q3	$702K	Sell	3,449 -438	-11%	-$83.8K	0.2%	84
2025 Q2	$796K	Sell	3,887 -727	-16%	-$135K	0.25%	82
2025 Q1	$787K	Sell	4,614 -6,192	-57%	-$1.14M	0.26%	75
2024 Q4	$1.97M	Buy	+10,806	New	+$2.04M	0.65%	34

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

RFG - Bristol Wealth Advisors's PANW Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors opened a new position in Palo Alto Networks (PANW) in Q2 2026: 831 shares worth $283K. The stake represents 0.07% of the portfolio and ranks #154 among its holdings. This is a return to the name: RFG - Bristol Wealth Advisors previously reported a position in PANW as recently as Q4 2025.

RFG - Bristol Wealth Advisors first reported a position in PANW in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.97M in Q4 2024. 1,120 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

RFG - Bristol Wealth Advisors held 831 shares of Palo Alto Networks worth $283K as of Q2 2026.
Palo Alto Networks was a new RFG - Bristol Wealth Advisors position in Q2 2026.
Palo Alto Networks made up 0.07% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #154 holding.
RFG - Bristol Wealth Advisors first reported a position in Palo Alto Networks in Q4 2024 and has held it in 6 quarters since.
RFG - Bristol Wealth Advisors's Palo Alto Networks position peaked at $1.97M in Q4 2024.
1,120 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.