Rydar Equities’s Palo Alto Networks PANW Stock Holding History

Rydar Equities’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	$2.23M	Buy	6,100 +579	+10%	+$133K	1.25%	28
2026 Q1	$885K	Buy	5,521 +75	+1%	+$12.6K	0.69%	46
2025 Q4	$1M	Buy	5,446 +140	+3%	+$28.2K	0.78%	40
2025 Q3	$1.1M	Buy	5,306 +1,024	+24%	+$196K	0.88%	39
2025 Q2	$876K	Buy	+4,282	New	+$795K	0.69%	43

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Rydar Equities's PANW Position: Q2 2026 in Review

Rydar Equities increased its Palo Alto Networks (PANW) stake by 10% in Q2 2026, buying an estimated $133K and bringing the position to 6,100 shares worth $2.23M. The position accounts for 1.25% of the portfolio, ranked #28.

Rydar Equities first reported a position in PANW in Q2 2025 and has held it in 5 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Rydar Equities held 6,100 shares of Palo Alto Networks worth $2.23M as of Q2 2026.
Rydar Equities bought 579 Palo Alto Networks shares in Q2 2026, an estimated $133K.
Palo Alto Networks made up 1.25% of Rydar Equities's portfolio in Q2 2026, its #28 holding.
Rydar Equities first reported a position in Palo Alto Networks in Q2 2025 and has held it in 5 quarters since.
1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Rydar Equities's 13F filing for Q2 2026, filed 21 Jul 2026.