ROI Financial Advisors’s Palo Alto Networks PANW Stock Holding History

ROI Financial 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
2026 Q1	$4.33M	Sell	27,031 -190	-0.7%	-$31.9K	2.59%	15
2025 Q4	$5.01M	Sell	27,221 -207	-0.8%	-$41.8K	2.88%	14
2025 Q3	$5.58M	Sell	27,428 -225	-0.8%	-$43.1K	3.33%	12
2025 Q2	$5.66M	Buy	27,653 +718	+3%	+$133K	3.6%	12
2025 Q1	$4.6M	Buy	26,935 +298	+1%	+$55.1K	3.34%	12
2024 Q4	$4.85M	Sell	26,637 -557	-2%	-$105K	3.3%	12
2024 Q3	$4.65M	Buy	27,194 +178	+0.7%	+$30K	3.21%	12
2024 Q2	$4.57M	Buy	27,016 +504	+2%	+$75.4K	3.32%	10
2024 Q1	$3.77M	Sell	26,512 -770	-3%	-$121K	2.96%	12
2023 Q4	$4.02M	Buy	+27,282	New	+$3.65M	3.33%	12

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

ROI Financial Advisors's PANW Position: Q1 2026 in Review

ROI Financial Advisors reduced its Palo Alto Networks (PANW) stake by 0.7% in Q1 2026, selling an estimated $31.9K and leaving 27,031 shares worth $4.33M. The position accounts for 2.59% of the portfolio, ranked #15.

ROI Financial Advisors first reported a position in PANW in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.66M in Q2 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

ROI Financial Advisors held 27,031 shares of Palo Alto Networks worth $4.33M as of Q1 2026.
ROI Financial Advisors sold 190 Palo Alto Networks shares in Q1 2026, an estimated $31.9K.
Palo Alto Networks made up 2.59% of ROI Financial Advisors's portfolio in Q1 2026, its #15 holding.
ROI Financial Advisors first reported a position in Palo Alto Networks in Q4 2023 and has held it in 10 quarters since.
ROI Financial Advisors's Palo Alto Networks position peaked at $5.66M in Q2 2025.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on ROI Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.