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Rise Advisors’s Palo Alto Networks PANW Stock Holding History

Rise 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 		$304K Buy
+890
New +$204K 0.09% 78
2025
Q4 		– Sell
-827
Closed -$168K – 1047
2025
Q3 		$168K Buy
827
+114
+16% +$21.8K 0.06% 113
2025
Q2 		$146K Sell
713
-86
-11% -$16K 0.06% 117
2025
Q1 		$136K Buy
799
+50
+7% +$9.25K 0.06% 117
2024
Q4 		$136K Sell
749
-45
-6% -$8.5K 0.07% 116
2024
Q3 		$136K Sell
794
-88
-10% -$14.8K 0.07% 122
2024
Q2 		$150K Hold
882
– – 0.08% 111
2024
Q1 		$125K Buy
882
+400
+83% +$63.1K 0.07% 126
2023
Q4 		$71.1K Buy
482
+458
+1,908% +$61.2K 0.05% 127
2023
Q3 		$2.81K Sell
24
-192
-89% -$22.7K ﹤0.01% 432
2023
Q2 		$27.6K Sell
216
-14
-6% -$1.46K 0.02% 206
2023
Q1 		$23K Buy
230
+8
+4% +$678 0.02% 235
2022
Q4 		$15.5K Hold
222
– – 0.01% 280
2022
Q3 		$18K Hold
222
– – 0.01% 263
2022
Q2 		$18K Buy
222
+192
+640% +$17K 0.02% 253
2022
Q1 		$3K Hold
30
– – ﹤0.01% 498
2021
Q4 		$2.78K Buy
+30
New +$2.6K ﹤0.01% 486

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

Rise Advisors's PANW Position: Q2 2026 in Review

Rise Advisors opened a new position in Palo Alto Networks (PANW) in Q2 2026: 890 shares worth $304K. The stake represents 0.09% of the portfolio and ranks #78 among its holdings. This is a return to the name: Rise Advisors previously reported a position in PANW as recently as Q3 2025.

Rise Advisors first reported a position in PANW in Q4 2021 and has held it in 17 quarters since. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Rise Advisors held 890 shares of Palo Alto Networks worth $304K as of Q2 2026.
  • Palo Alto Networks was a new Rise Advisors position in Q2 2026.
  • Palo Alto Networks made up 0.09% of Rise Advisors's portfolio in Q2 2026, its #78 holding.
  • Rise Advisors first reported a position in Palo Alto Networks in Q4 2021 and has held it in 17 quarters since.
  • 2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.