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 Q2	$8.95M	Sell	26,247 -784	-3%	-$179K	4.63%	7
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 $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

ROI Financial Advisors's PANW Position: Q2 2026 in Review

ROI Financial Advisors reduced its Palo Alto Networks (PANW) stake by 2.9% in Q2 2026, selling an estimated $179K and leaving 26,247 shares worth $8.95M. The position accounts for 4.63% of the portfolio, ranked #7.

ROI Financial Advisors first reported a position in PANW in Q4 2023 and has held it in 11 quarters since. 2,912 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

ROI Financial Advisors held 26,247 shares of Palo Alto Networks worth $8.95M as of Q2 2026.
ROI Financial Advisors sold 784 Palo Alto Networks shares in Q2 2026, an estimated $179K.
Palo Alto Networks made up 4.63% of ROI Financial Advisors's portfolio in Q2 2026, its #7 holding.
ROI Financial Advisors first reported a position in Palo Alto Networks in Q4 2023 and has held it in 11 quarters since.
2,912 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on ROI Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.