Appleton Partners’s Palo Alto Networks PANW Stock Holding History

Appleton Partners’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	$11.5M	Sell	33,733 -1,627	-5%	-$372K	0.7%	42
2026 Q1	$5.67M	Sell	35,360 -758	-2%	-$127K	0.4%	71
2025 Q4	$6.65M	Sell	36,118 -1,727	-5%	-$348K	0.44%	70
2025 Q3	$7.71M	Sell	37,845 -373	-1%	-$71.4K	0.52%	64
2025 Q2	$7.82M	Sell	38,218 -789	-2%	-$147K	0.55%	61
2025 Q1	$6.66M	Sell	39,007 -3,652	-9%	-$675K	0.51%	65
2024 Q4	$7.76M	Sell	42,659 -6,257	-13%	-$1.18M	0.57%	60
2024 Q3	$8.36M	Sell	48,916 -3,256	-6%	-$548K	0.62%	57
2024 Q2	$8.84M	Sell	52,172 -3,926	-7%	-$587K	0.68%	50
2024 Q1	$7.97M	Sell	56,098 -8,824	-14%	-$1.39M	0.62%	52
2023 Q4	$9.57M	Sell	64,922 -2,976	-4%	-$398K	0.77%	39
2023 Q3	$7.96M	Sell	67,898 -9,230	-12%	-$1.09M	0.71%	39
2023 Q2	$9.85M	Sell	77,128 -5,740	-7%	-$597K	0.83%	33
2023 Q1	$8.28M	Sell	82,868 -4,586	-5%	-$389K	0.74%	36
2022 Q4	$6.1M	Sell	87,454 -3,862	-4%	-$310K	0.58%	52
2022 Q3	$7.48M	Sell	91,316 -1,576	-2%	-$136K	0.75%	35
2022 Q2	$7.65M	Sell	92,892 -210	-0.2%	-$18.6K	0.72%	38
2022 Q1	$9.66M	Sell	93,102 -1,710	-2%	-$153K	0.79%	37
2021 Q4	$8.8M	Sell	94,812 -3,540	-4%	-$306K	0.66%	46
2021 Q3	$7.85M	Buy	98,352 +2,760	+3%	+$194K	0.65%	45
2021 Q2	$5.91M	Sell	95,592 -5,118	-5%	-$303K	0.5%	58
2021 Q1	$5.41M	Sell	100,710 -3,000	-3%	-$178K	0.5%	56
2020 Q4	$6.14M	Buy	103,710 +360	+0.3%	+$16.8K	0.6%	44
2020 Q3	$4.22M	Sell	103,350 -1,374	-1%	-$57.2K	0.47%	60
2020 Q2	$4.01M	Sell	104,724 -5,766	-5%	-$203K	0.48%	58
2020 Q1	$3.02M	Sell	110,490 -15,540	-12%	-$542K	0.42%	64
2019 Q4	$4.86M	Sell	126,030 -1,806	-1%	-$68.3K	0.53%	50
2019 Q3	$4.34M	Buy	127,836 +1,290	+1%	+$45.7K	0.52%	50
2019 Q2	$4.3M	Buy	126,546 +156	+0.1%	+$5.83K	0.53%	53
2019 Q1	$5.12M	Buy	126,390 +930	+0.7%	+$34.5K	0.68%	43
2018 Q4	$3.94M	Buy	125,460 +3,300	+3%	+$103K	0.59%	52
2018 Q3	$4.59M	Sell	122,160 -780	-0.6%	-$28.4K	0.61%	51
2018 Q2	$4.21M	Sell	122,940 -1,020	-0.8%	-$34K	0.6%	55
2018 Q1	$3.75M	Buy	123,960 +60	+0%	+$1.67K	0.57%	56
2017 Q4	$2.99M	Buy	123,900 +270	+0.2%	+$6.57K	0.46%	65
2017 Q3	$2.97M	Sell	123,630 -1,734	-1%	-$39.5K	0.5%	68
2017 Q2	$2.8M	Sell	125,364 -182,904	-59%	-$3.7M	0.47%	72
2017 Q1	$5.79M	Sell	308,268 -44,376	-13%	-$992K	1.07%	27
2016 Q4	$7.35M	Sell	352,644 -12,570	-3%	-$301K	1.49%	19
2016 Q3	$9.7M	Sell	365,214 -17,370	-5%	-$396K	1.83%	7
2016 Q2	$7.82M	Sell	382,584 -9,270	-2%	-$215K	1.6%	18
2016 Q1	$10.7M	Buy	391,854 +16,494	+4%	+$406K	2.11%	4
2015 Q4	$11M	Buy	375,360 +15,618	+4%	+$451K	2.17%	5
2015 Q3	$10.3M	Buy	359,742 +3,720	+1%	+$110K	2.34%	5
2015 Q2	$10.4M	Sell	356,022 -4,824	-1%	-$129K	2.32%	6
2015 Q1	$8.79M	Buy	360,846 +207,180	+135%	+$4.64M	1.98%	9
2014 Q4	$3.14M	Buy	153,666 +106,590	+226%	+$1.96M	0.72%	48
2014 Q3	$770K	Sell	47,076 -12,000	-20%	-$172K	0.18%	100
2014 Q2	$826K	Sell	59,076 -3,654	-6%	-$42.7K	0.19%	95
2014 Q1	$717K	Buy	62,730 +18,762	+43%	+$213K	0.17%	98
2013 Q4	$421K	Buy	43,968 +11,490	+35%	+$91.1K	0.1%	116
2013 Q3	$248K	Sell	32,478 -1,752	-5%	-$13.8K	0.07%	141
2013 Q2	$241K	Buy	+34,230	New	+$285K	0.07%	133

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Appleton Partners's PANW Position: Q2 2026 in Review

Appleton Partners reduced its Palo Alto Networks (PANW) stake by 4.6% in Q2 2026, selling an estimated $372K and leaving 33,733 shares worth $11.5M. The position accounts for 0.7% of the portfolio, ranked #42.

Appleton Partners first reported a position in PANW in Q2 2013 and has held it in 53 quarters since. 1,217 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Appleton Partners held 33,733 shares of Palo Alto Networks worth $11.5M as of Q2 2026.
Appleton Partners sold 1,627 Palo Alto Networks shares in Q2 2026, an estimated $372K.
Palo Alto Networks made up 0.7% of Appleton Partners's portfolio in Q2 2026, its #42 holding.
Appleton Partners first reported a position in Palo Alto Networks in Q2 2013 and has held it in 53 quarters since.
1,217 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.