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 Q3	$829K	Buy	2,087 +389	+23%	+$138K	0.03%	160
2026 Q2	$579K	Sell	1,698 -84	-5%	-$19.2K	0.02%	173
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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Root Financial Partners's PANW Position: Q3 2026 in Review

Root Financial Partners increased its Palo Alto Networks (PANW) stake by 23% in Q3 2026, buying an estimated $138K and bringing the position to 2,087 shares worth $829K. The position accounts for 0.03% of the portfolio, ranked #160.

Root Financial Partners first reported a position in PANW in Q3 2024 and has held it in 7 quarters since. 1,293 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

Root Financial Partners held 2,087 shares of Palo Alto Networks worth $829K as of Q3 2026.
Root Financial Partners bought 389 Palo Alto Networks shares in Q3 2026, an estimated $138K.
Palo Alto Networks made up 0.03% of Root Financial Partners's portfolio in Q3 2026, its #160 holding.
Root Financial Partners first reported a position in Palo Alto Networks in Q3 2024 and has held it in 7 quarters since.
1,293 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.