Roberts Capital Advisors’s Palo Alto Networks PANW Stock Holding History

Roberts Capital 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
2025 Q4	–	Sell	-3,226	Closed	-$657K	–	48
2025 Q3	$657K	Hold	3,226	–	–	0.73%	50
2025 Q2	$660K	Hold	3,226	–	–	0.49%	62
2025 Q1	$550K	Buy	+3,226	New	+$597K	0.48%	69

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Roberts Capital Advisors's PANW Position: Q4 2025 in Review

Roberts Capital Advisors sold out of Palo Alto Networks (PANW) in Q4 2025, closing a stake of 3,226 shares — an estimated $657K sold.

Roberts Capital Advisors first reported a position in PANW in Q1 2025 and held it in 3 quarters. The position peaked at $660K in Q2 2025. 2,524 funds tracked by Wall St. Rank hold PANW as of Q4 2025.

Roberts Capital Advisors reported no remaining Palo Alto Networks position as of Q4 2025 after selling out during the quarter.
Roberts Capital Advisors sold 3,226 Palo Alto Networks shares in Q4 2025, an estimated $657K.
Roberts Capital Advisors first reported a position in Palo Alto Networks in Q1 2025 and held it in 3 quarters.
Roberts Capital Advisors's Palo Alto Networks position peaked at $660K in Q2 2025.
2,524 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2025.

Based on Roberts Capital Advisors's 13F filing for Q4 2025.