Ritholtz Wealth Management’s Palo Alto Networks PANW Stock Holding History

Ritholtz Wealth Management’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	$2.79M	Buy	17,417 +5,261	+43%	+$884K	0.05%	293
2025 Q4	$2.24M	Buy	12,156 +498	+4%	+$100K	0.04%	325
2025 Q3	$2.37M	Sell	11,658 -453	-4%	-$86.7K	0.05%	285
2025 Q2	$2.48M	Buy	12,111 +1,393	+13%	+$259K	0.05%	241
2025 Q1	$1.83M	Buy	10,718 +1,781	+20%	+$329K	0.05%	266
2024 Q4	$1.63M	Buy	8,937 +71	+0.8%	+$13.4K	0.05%	267
2024 Q3	$1.52M	Buy	8,866 +14	+0.2%	+$2.36K	0.05%	286
2024 Q2	$1.5M	Sell	8,852 -1,558	-15%	-$233K	0.05%	253
2024 Q1	$1.48M	Buy	10,410 +3,654	+54%	+$576K	0.05%	256
2023 Q4	$996K	Buy	6,756 +1,500	+29%	+$201K	0.04%	317
2023 Q3	$616K	Buy	5,256 +1,766	+51%	+$209K	0.03%	407
2023 Q2	$446K	Sell	3,490 -1,552	-31%	-$161K	0.02%	454
2023 Q1	$504K	Buy	5,042 +412	+9%	+$34.9K	0.03%	401
2022 Q4	$323K	Sell	4,630 -4,670	-50%	-$375K	0.02%	447
2022 Q3	$762K	Buy	9,300 +3,594	+63%	+$311K	0.04%	306
2022 Q2	$470K	Sell	5,706 -1,392	-20%	-$123K	0.03%	331
2022 Q1	$736K	Sell	7,098 -1,200	-14%	-$107K	0.05%	240
2021 Q4	$770K	Buy	8,298 +2,454	+42%	+$212K	0.05%	216
2021 Q3	$467K	Buy	5,844 +1,338	+30%	+$94K	0.03%	286
2021 Q2	$279K	Buy	+4,506	New	+$267K	0.02%	381

Other funds holding PANW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ritholtz Wealth Management's PANW Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Palo Alto Networks (PANW) stake by 43% in Q1 2026, buying an estimated $884K and bringing the position to 17,417 shares worth $2.79M. The position accounts for 0.05% of the portfolio, ranked #293.

Ritholtz Wealth Management first reported a position in PANW in Q2 2021 and has held it in 20 quarters since. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Ritholtz Wealth Management held 17,417 shares of Palo Alto Networks worth $2.79M as of Q1 2026.
Ritholtz Wealth Management bought 5,261 Palo Alto Networks shares in Q1 2026, an estimated $884K.
Palo Alto Networks made up 0.05% of Ritholtz Wealth Management's portfolio in Q1 2026, its #293 holding.
Ritholtz Wealth Management first reported a position in Palo Alto Networks in Q2 2021 and has held it in 20 quarters since.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.