RMR Wealth Builders
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RMR Wealth Builders’s Palo Alto Networks PANW Stock Holding History

RMR Wealth Builders’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 		$8.01M Sell
20,155
-3,280
-14% -$1.17M 0.47% 34
2026
Q2 		$7.99M Buy
23,435
+3,963
+20% +$907K 0.5% 35
2026
Q1 		$3.12M Buy
19,472
+4,643
+31% +$780K 0.25% 61
2025
Q4 		$2.73M Buy
14,829
+2,495
+20% +$503K 0.22% 61
2025
Q3 		$2.51M Buy
12,334
+8,159
+195% +$1.56M 0.21% 60
2025
Q2 		$854K Sell
4,175
-71
-2% -$13.2K 0.08% 129
2025
Q1 		$725K Buy
4,246
+78
+2% +$14.4K 0.08% 127
2024
Q4 		$758K Sell
4,168
-56
-1% -$10.6K 0.08% 126
2024
Q3 		$722K Buy
4,224
+262
+7% +$44.1K 0.08% 123
2024
Q2 		$672K Sell
3,962
-1,280
-24% -$191K 0.08% 128
2024
Q1 		$745K Buy
5,242
+818
+18% +$129K 0.09% 117
2023
Q4 		$652K Buy
4,424
+268
+6% +$35.8K 0.09% 118
2023
Q3 		$487K Buy
4,156
+70
+2% +$8.28K 0.08% 140
2023
Q2 		$522K Buy
4,086
+28
+0.7% +$2.91K 0.09% 109
2023
Q1 		$405K Buy
4,058
+224
+6% +$19K 0.08% 128
2022
Q4 		$267K Buy
3,834
+54
+1% +$4.34K 0.06% 154
2022
Q3 		$310K Sell
3,780
-408
-10% -$35.3K 0.08% 133
2022
Q2 		$345K Sell
4,188
-6
-0.1% -$532 0.09% 133
2022
Q1 		$435K Buy
+4,194
New +$375K 0.09% 129
2021
Q4 		– Sell
-4,182
Closed -$334K – 186
2021
Q3 		$334K Sell
4,182
-150
-3% -$10.5K 0.1% 129
2021
Q2 		$268K Buy
4,332
+252
+6% +$14.9K 0.09% 146
2021
Q1 		$219K Hold
4,080
– – 0.06% 179
2020
Q4 		$242K Buy
+4,080
New +$191K 0.12% 135
2020
Q3 		– Sell
-4,080
Closed -$156K – 392
2020
Q2 		$156K Buy
+4,080
New +$144K 0.14% 131
2019
Q4 		$186K Buy
+4,818
New +$182K 0.18% 118

Other funds holding PANW

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

RMR Wealth Builders's PANW Position: Q3 2026 in Review

RMR Wealth Builders reduced its Palo Alto Networks (PANW) stake by 14% in Q3 2026, selling an estimated $1.17M and leaving 20,155 shares worth $8.01M. The position accounts for 0.47% of the portfolio, ranked #34.

RMR Wealth Builders first reported a position in PANW in Q4 2019 and has held it in 25 quarters since. 1,710 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • RMR Wealth Builders held 20,155 shares of Palo Alto Networks worth $8.01M as of Q3 2026.
  • RMR Wealth Builders sold 3,280 Palo Alto Networks shares in Q3 2026, an estimated $1.17M.
  • Palo Alto Networks made up 0.47% of RMR Wealth Builders's portfolio in Q3 2026, its #34 holding.
  • RMR Wealth Builders first reported a position in Palo Alto Networks in Q4 2019 and has held it in 25 quarters since.
  • 1,710 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.