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

Rhodes 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
Q3 		$1.26M Sell
3,163
-2,575
-45% -$916K 0.89% 41
2026
Q2 		$1.96M Sell
5,738
-150
-3% -$34.3K 1.44% 23
2026
Q1 		$944K Buy
5,888
+1,951
+50% +$328K 0.81% 40
2025
Q4 		$725K Buy
+3,937
New +$794K 0.59% 54

Other funds holding PANW

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Rhodes Investment Advisors's PANW Position: Q3 2026 in Review

Rhodes Investment Advisors reduced its Palo Alto Networks (PANW) stake by 45% in Q3 2026, selling an estimated $916K and leaving 3,163 shares worth $1.26M. The position accounts for 0.89% of the portfolio, ranked #41.

Rhodes Investment Advisors first reported a position in PANW in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.96M in Q2 2026. 99 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • Rhodes Investment Advisors held 3,163 shares of Palo Alto Networks worth $1.26M as of Q3 2026.
  • Rhodes Investment Advisors sold 2,575 Palo Alto Networks shares in Q3 2026, an estimated $916K.
  • Palo Alto Networks made up 0.89% of Rhodes Investment Advisors's portfolio in Q3 2026, its #41 holding.
  • Rhodes Investment Advisors first reported a position in Palo Alto Networks in Q4 2025 and has held it in 4 quarters since.
  • Rhodes Investment Advisors's Palo Alto Networks position peaked at $1.96M in Q2 2026.
  • 99 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.