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Rothschild Investment LLC’s Palo Alto Networks PANW Stock Holding History

Rothschild Investment LLC’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 		$32.7M Buy
95,932
+18,733
+24% +$4.29M 1.22% 10
2026
Q1 		$12.4M Buy
77,199
+1,452
+2% +$244K 0.65% 35
2025
Q4 		$14M Sell
75,747
-1,867
-2% -$377K 0.77% 30
2025
Q3 		$15.8M Buy
77,614
+172
+0.2% +$32.9K 0.89% 27
2025
Q2 		$15.8M Sell
77,442
-6,322
-8% -$1.17M 0.99% 22
2025
Q1 		$14.3M Sell
83,764
-5,467
-6% -$1.01M 0.96% 22
2024
Q4 		$16.2M Sell
89,231
-8,811
-9% -$1.66M 1.06% 15
2024
Q3 		$16.8M Sell
98,042
-2,062
-2% -$347K 1.1% 18
2024
Q2 		$17M Sell
100,104
-16,944
-14% -$2.53M 1.18% 15
2024
Q1 		$16.6M Sell
117,048
-6,466
-5% -$1.02M 1.2% 16
2023
Q4 		$18.2M Sell
123,514
-2,628
-2% -$351K 1.53% 13
2023
Q3 		$14.8M Sell
126,142
-1,542
-1% -$182K 1.25% 16
2023
Q2 		$16.3M Sell
127,684
-16,586
-11% -$1.73M 1.36% 12
2023
Q1 		$14.4M Sell
144,270
-412
-0.3% -$34.9K 1.26% 15
2022
Q4 		$10.1M Sell
144,682
-12,712
-8% -$1.02M 0.93% 27
2022
Q3 		$12.9M Sell
157,394
-11,650
-7% -$1.01M 1.28% 12
2022
Q2 		$13.9M Sell
169,044
-1,440
-0.8% -$128K 1.28% 13
2022
Q1 		$17.7M Sell
170,484
-24,348
-12% -$2.18M 1.39% 10
2021
Q4 		$18.1M Sell
194,832
-2,088
-1% -$181K 1.4% 10
2021
Q3 		$15.7M Sell
196,920
-23,550
-11% -$1.65M 1.32% 11
2021
Q2 		$13.6M Sell
220,470
-1,200
-0.5% -$71.1K 1.08% 17
2021
Q1 		$11.9M Sell
221,670
-19,272
-8% -$1.15M 1.03% 18
2020
Q4 		$14.3M Sell
240,942
-4,662
-2% -$218K 1.38% 12
2020
Q3 		$10M Buy
245,604
+22,410
+10% +$932K 1.09% 15
2020
Q2 		$8.54M Buy
223,194
+22,452
+11% +$791K 1.03% 19
2020
Q1 		$5.49M Buy
200,742
+24,894
+14% +$869K 0.72% 37
2019
Q4 		$6.78M Sell
175,848
-2,322
-1% -$87.8K 0.67% 42
2019
Q3 		$6.05M Buy
178,170
+2,340
+1% +$82.8K 0.71% 43
2019
Q2 		$5.97M Sell
175,830
-2,550
-1% -$95.4K 0.7% 43
2019
Q1 		$7.22M Sell
178,380
-21,840
-11% -$810K 0.85% 39
2018
Q4 		$6.29M Buy
200,220
+4,890
+3% +$152K 0.84% 37
2018
Q3 		$7.33M Sell
195,330
-30,390
-13% -$1.11M 0.86% 33
2018
Q2 		$7.73M Sell
225,720
-47,820
-17% -$1.59M 0.97% 29
2018
Q1 		$8.28M Sell
273,540
-24,960
-8% -$693K 1.06% 29
2017
Q4 		$7.21M Buy
298,500
+120
+0% +$2.92K 0.78% 36
2017
Q3 		$7.17M Sell
298,380
-5,070
-2% -$115K 0.81% 34
2017
Q2 		$6.77M Sell
303,450
-2,010
-0.7% -$40.6K 0.77% 36
2017
Q1 		$5.74M Buy
305,460
+10,260
+3% +$229K 0.67% 39
2016
Q4 		$6.15M Buy
295,200
+58,470
+25% +$1.4M 0.74% 35
2016
Q3 		$6.29M Buy
236,730
+27,720
+13% +$632K 0.77% 31
2016
Q2 		$4.27M Buy
+209,010
New +$4.84M 0.55% 52

Other funds holding PANW

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Rothschild Investment LLC's PANW Position: Q2 2026 in Review

Rothschild Investment LLC increased its Palo Alto Networks (PANW) stake by 24% in Q2 2026, buying an estimated $4.29M and bringing the position to 95,932 shares worth $32.7M. The position accounts for 1.22% of the portfolio, ranked #10.

Rothschild Investment LLC first reported a position in PANW in Q2 2016 and has held it in 41 quarters since. 1,737 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Rothschild Investment LLC held 95,932 shares of Palo Alto Networks worth $32.7M as of Q2 2026.
  • Rothschild Investment LLC bought 18,733 Palo Alto Networks shares in Q2 2026, an estimated $4.29M.
  • Palo Alto Networks made up 1.22% of Rothschild Investment LLC's portfolio in Q2 2026, its #10 holding.
  • Rothschild Investment LLC first reported a position in Palo Alto Networks in Q2 2016 and has held it in 41 quarters since.
  • 1,737 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.