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

Rockline 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 Q2	$7.96M	Sell	23,348 -3,950	-14%	-$904K	1.52%	20
2026 Q1	$4.38M	Sell	27,298 -1,055	-4%	-$177K	0.95%	34
2025 Q4	$5.22M	Buy	28,353 +2,006	+8%	+$405K	1.06%	27
2025 Q3	$5.36M	Buy	26,347 +2,610	+11%	+$500K	1.11%	25
2025 Q2	$4.86M	Buy	23,737 +1,598	+7%	+$297K	1.15%	26
2025 Q1	$3.78M	Buy	22,139 +10,390	+88%	+$1.92M	1.05%	30
2024 Q4	$2.14M	Buy	11,749 +433	+4%	+$81.8K	0.57%	53
2024 Q3	$1.93M	Buy	11,316 +966	+9%	+$163K	0.55%	53
2024 Q2	$1.75M	Buy	10,350 +548	+6%	+$82K	0.54%	51
2024 Q1	$1.39M	Buy	9,802 +2,716	+38%	+$428K	0.49%	52
2023 Q4	$1.04M	Buy	+7,086	New	+$947K	0.43%	57

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Rockline Wealth Management's PANW Position: Q2 2026 in Review

Rockline Wealth Management reduced its Palo Alto Networks (PANW) stake by 14% in Q2 2026, selling an estimated $904K and leaving 23,348 shares worth $7.96M. The position accounts for 1.52% of the portfolio, ranked #20.

Rockline Wealth Management first reported a position in PANW in Q4 2023 and has held it in 11 quarters since. 1,223 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Rockline Wealth Management held 23,348 shares of Palo Alto Networks worth $7.96M as of Q2 2026.
Rockline Wealth Management sold 3,950 Palo Alto Networks shares in Q2 2026, an estimated $904K.
Palo Alto Networks made up 1.52% of Rockline Wealth Management's portfolio in Q2 2026, its #20 holding.
Rockline Wealth Management first reported a position in Palo Alto Networks in Q4 2023 and has held it in 11 quarters since.
1,223 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Rockline Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.