Round Rock Advisors’s Palo Alto Networks PANW Stock Holding History

Round Rock Advisors’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	$744K	Hold	2,181	–	–	0.1%	167
2026 Q1	$350K	Sell	2,181 -922	-30%	-$155K	0.05%	240
2025 Q4	$572K	Sell	3,103 -13	-0.4%	-$2.62K	0.09%	180
2025 Q3	$634K	Buy	3,116 +83	+3%	+$15.9K	0.1%	137
2025 Q2	$621K	Buy	3,033 +161	+6%	+$29.9K	0.11%	123
2025 Q1	$490K	Buy	2,872 +915	+47%	+$169K	0.09%	131
2024 Q4	$356K	Buy	1,957 +9	+0.5%	+$1.7K	0.07%	154
2024 Q3	$333K	Hold	1,948	–	–	0.08%	137
2024 Q2	$330K	Sell	1,948 -16	-0.8%	-$2.39K	0.08%	141
2024 Q1	$279K	Hold	1,964	–	–	0.07%	160
2023 Q4	$290K	Sell	1,964 -2	-0.1%	-$267	0.07%	153
2023 Q3	$230K	Sell	1,966 -4	-0.2%	-$473	0.09%	124
2023 Q2	$252K	Buy	+1,970	New	+$205K	0.09%	122

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

Round Rock Advisors's PANW Position: Q2 2026 in Review

Round Rock Advisors held its Palo Alto Networks (PANW) position steady in Q2 2026 at 2,181 shares worth $744K. The position accounts for 0.1% of the portfolio, ranked #167.

Round Rock Advisors first reported a position in PANW in Q2 2023 and has held it in 13 quarters since. 2,917 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Round Rock Advisors held 2,181 shares of Palo Alto Networks worth $744K as of Q2 2026.
Round Rock Advisors left its Palo Alto Networks share count unchanged in Q2 2026.
Palo Alto Networks made up 0.1% of Round Rock Advisors's portfolio in Q2 2026, its #167 holding.
Round Rock Advisors first reported a position in Palo Alto Networks in Q2 2023 and has held it in 13 quarters since.
2,917 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Round Rock Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.