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 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

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

Root Financial Partners's PANW Position: Q2 2026 in Review

Root Financial Partners reduced its Palo Alto Networks (PANW) stake by 4.7% in Q2 2026, selling an estimated $19.2K and leaving 1,698 shares worth $579K. The position accounts for 0.02% of the portfolio, ranked #173.

Root Financial Partners first reported a position in PANW in Q3 2024 and has held it in 6 quarters since. 2,912 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Root Financial Partners held 1,698 shares of Palo Alto Networks worth $579K as of Q2 2026.
Root Financial Partners sold 84 Palo Alto Networks shares in Q2 2026, an estimated $19.2K.
Palo Alto Networks made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #173 holding.
Root Financial Partners first reported a position in Palo Alto Networks in Q3 2024 and has held it in 6 quarters since.
2,912 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.