Root Financial Partners’s Palo Alto Networks PANW Stock Holding History

Root Financial Partners’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	$286K	Sell	1,782 -1,022	-36%	-$172K	0.01%	255
2025 Q4	$516K	Buy	2,804 +2,018	+257%	+$407K	0.03%	156
2025 Q3	$160K	Buy	+786	New	+$150K	0.01%	320
2025 Q1	–	Sell	-1,302	Closed	-$237K	–	222
2024 Q4	$237K	Hold	1,302	–	–	0.03%	183
2024 Q3	$223K	Buy	+1,302	New	+$219K	0.04%	141

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

Root Financial Partners's PANW Position: Q1 2026 in Review

Root Financial Partners reduced its Palo Alto Networks (PANW) stake by 36% in Q1 2026, selling an estimated $172K and leaving 1,782 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #255.

Root Financial Partners first reported a position in PANW in Q3 2024 and has held it in 5 quarters since. The position peaked at $516K in Q4 2025. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Root Financial Partners held 1,782 shares of Palo Alto Networks worth $286K as of Q1 2026.
Root Financial Partners sold 1,022 Palo Alto Networks shares in Q1 2026, an estimated $172K.
Palo Alto Networks made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #255 holding.
Root Financial Partners first reported a position in Palo Alto Networks in Q3 2024 and has held it in 5 quarters since.
Root Financial Partners's Palo Alto Networks position peaked at $516K in Q4 2025.
2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.