Rooted Wealth Advisors’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
Other funds holding PANW
Rooted Wealth Advisors's PANW Position: Q2 2026 in Review
Rooted Wealth Advisors reduced its Palo Alto Networks (PANW) stake by 21% in Q2 2026, selling an estimated $92K and leaving 1,514 shares worth $516K. The position accounts for 0.13% of the portfolio, ranked #93.
Rooted Wealth Advisors first reported a position in PANW in Q2 2025 and has held it in 5 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.
- Rooted Wealth Advisors held 1,514 shares of Palo Alto Networks worth $516K as of Q2 2026.
- Rooted Wealth Advisors sold 402 Palo Alto Networks shares in Q2 2026, an estimated $92K.
- Palo Alto Networks made up 0.13% of Rooted Wealth Advisors's portfolio in Q2 2026, its #93 holding.
- Rooted Wealth Advisors first reported a position in Palo Alto Networks in Q2 2025 and has held it in 5 quarters since.
- 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.
Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.