Rockbridge Investment Management’s Palo Alto Networks PANW Stock Holding History

Rockbridge Investment 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 Q2	$363K	Buy	+1,063	New	+$243K	0.03%	116
2026 Q1	–	Sell	-1,210	Closed	-$223K	–	138
2025 Q4	$223K	Hold	1,210	–	–	0.02%	130
2025 Q3	$246K	Hold	1,210	–	–	0.02%	124
2025 Q2	$248K	Sell	1,210 -190	-14%	-$35.3K	0.03%	124
2025 Q1	$239K	Sell	1,400 -90	-6%	-$16.6K	0.03%	119
2024 Q4	$271K	Buy	+1,490	New	+$281K	0.03%	108
2024 Q1	–	Sell	-900	Closed	-$133K	–	479
2023 Q4	$133K	Buy	+900	New	+$120K	0.02%	150
2022 Q3	–	Sell	-900	Closed	-$74.1K	–	454
2022 Q2	$74.1K	Sell	900 -90	-9%	-$7.98K	0.02%	185
2022 Q1	$101K	Hold	990	–	–	0.02%	220
2021 Q4	$92K	Buy	990 +90	+10%	+$7.79K	0.01%	265
2021 Q3	$72K	Hold	900	–	–	0.01%	273
2021 Q2	$56K	Hold	900	–	–	0.01%	297
2021 Q1	$48K	Hold	900	–	–	0.01%	294
2020 Q4	$53K	Hold	900	–	–	0.01%	276
2020 Q3	$37K	Hold	900	–	–	0.01%	301
2020 Q2	$34K	Buy	+900	New	+$31.7K	0.01%	271

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Rockbridge Investment Management's PANW Position: Q2 2026 in Review

Rockbridge Investment Management opened a new position in Palo Alto Networks (PANW) in Q2 2026: 1,063 shares worth $363K. The stake represents 0.03% of the portfolio and ranks #116 among its holdings. This is a return to the name: Rockbridge Investment Management previously reported a position in PANW as recently as Q4 2025.

Rockbridge Investment Management first reported a position in PANW in Q2 2020 and has held it in 16 quarters since. 2,888 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Rockbridge Investment Management held 1,063 shares of Palo Alto Networks worth $363K as of Q2 2026.
Palo Alto Networks was a new Rockbridge Investment Management position in Q2 2026.
Palo Alto Networks made up 0.03% of Rockbridge Investment Management's portfolio in Q2 2026, its #116 holding.
Rockbridge Investment Management first reported a position in Palo Alto Networks in Q2 2020 and has held it in 16 quarters since.
2,888 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.