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RMR Wealth Builders

SEC CIK
0001803848
Latest filing
Jul 24, 2026

PANW holding history

Palo Alto Networks Inc in every 13F filed by RMR Wealth Builders, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PANW overviewAll 13F holders of PANWFull Q2 2026 holdings

Shares (Q2 2026)
23,435
Value
$7.99M
% of portfolio
0.5%
Quarters held
21
Since Q1 2021
Holdings of PANW by RMR Wealth Builders, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,435$7.99M0.5%+3,963+20.4%AddedHolders
Q1 202619,472$3.12M0.2%+4,643+31.3%AddedHolders
Q4 202514,829$2.73M0.2%+2,495+20.2%AddedHolders
Q3 202512,334$2.51M0.2%+8,159+195.4%AddedHolders
Q2 20254,175$854.4K0.1%−71−1.7%ReducedHolders
Q1 20254,246$724.6K0.1%+78+1.9%AddedHolders
Q4 20244,168$758.4K0.1%−56−1.3%ReducedConverted for a 2-for-1 splitHolders
Q3 20242,112$721.9K0.1%+131+6.6%AddedHolders
Q2 20241,981$671.7K0.1%−640−24.4%ReducedHolders
Q1 20242,621$744.7K0.1%+409+18.5%AddedHolders
Q4 20232,212$652.3K0.1%+134+6.4%AddedHolders
Q3 20232,078$487.2K0.1%+35+1.7%AddedHolders
Q2 20232,043$522.0K0.1%+14+0.7%AddedHolders
Q1 20232,029$405.3K0.1%+112+5.8%AddedHolders
Q4 20221,917$267.5K0.1%+27+1.4%AddedHolders
Q3 20221,890$310.0K0.1%−204−9.7%ReducedConverted for a 3-for-1 splitHolders
Q2 2022698$345.0K0.1%−1−0.1%ReducedHolders
Q1 2022699$435.0K0.1%+699NewHolders
Q4 20210$00.0%−697−100.0%Sold outHolders
Q3 2021697$334.0K0.1%−25−3.5%ReducedHolders
Q2 2021722$268.0K0.1%+42+6.2%AddedHolders
Q1 2021680$219.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.