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Ballentine Partners’s Palo Alto Networks PANW Stock Holding History

Ballentine 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 		$5.53M Buy
16,220
+1,424
+10% +$326K 0.07% 104
2026
Q1 		$2.37M Buy
14,796
+762
+5% +$128K 0.03% 175
2025
Q4 		$2.59M Buy
14,034
+44
+0.3% +$8.88K 0.04% 160
2025
Q3 		$2.85M Buy
13,990
+662
+5% +$127K 0.04% 150
2025
Q2 		$2.73M Sell
13,328
-207
-2% -$38.4K 0.04% 151
2025
Q1 		$2.31M Buy
13,535
+180
+1% +$33.3K 0.04% 167
2024
Q4 		$2.43M Buy
13,355
+1,181
+10% +$223K 0.04% 149
2024
Q3 		$2.08M Buy
12,174
+468
+4% +$78.8K 0.04% 169
2024
Q2 		$1.98M Sell
11,706
-360
-3% -$53.8K 0.04% 159
2024
Q1 		$1.71M Sell
12,066
-84
-0.7% -$13.3K 0.03% 172
2023
Q4 		$1.79M Buy
12,150
+482
+4% +$64.4K 0.04% 158
2023
Q3 		$1.37M Buy
11,668
+350
+3% +$41.4K 0.03% 160
2023
Q2 		$1.45M Buy
11,318
+380
+3% +$39.5K 0.03% 154
2023
Q1 		$1.09M Sell
10,938
-1,792
-14% -$152K 0.03% 186
2022
Q4 		$888K Buy
12,730
+3,950
+45% +$317K 0.03% 182
2022
Q3 		$719K Buy
8,780
+1,448
+20% +$125K 0.02% 191
2022
Q2 		$604K Buy
7,332
+186
+3% +$16.5K 0.02% 213
2022
Q1 		$741K Sell
7,146
-66
-0.9% -$5.91K 0.02% 207
2021
Q4 		$669K Buy
7,212
+1,332
+23% +$115K 0.02% 229
2021
Q3 		$470K Buy
5,880
+24
+0.4% +$1.69K 0.02% 249
2021
Q2 		$362K Buy
+5,856
New +$347K 0.01% 286
2020
Q3 		– Sell
-8,388
Closed -$321K – 404
2020
Q2 		$321K Sell
8,388
-7,950
-49% -$280K 0.02% 254
2020
Q1 		$445K Buy
+16,338
New +$570K 0.03% 201
2017
Q1 		– Sell
-27,588
Closed -$599K – 277
2016
Q4 		$599K Buy
27,588
+3,756
+16% +$90K 0.05% 93
2016
Q3 		$633K Sell
23,832
-7,272
-23% -$166K 0.05% 82
2016
Q2 		$635K Buy
31,104
+462
+2% +$10.7K 0.05% 91
2016
Q1 		$833K Buy
30,642
+3,240
+12% +$79.7K 0.07% 75
2015
Q4 		$804K Sell
27,402
-2,268
-8% -$65.4K 0.08% 66
2015
Q3 		$851K Buy
+29,670
New +$875K 0.09% 59

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Ballentine Partners's PANW Position: Q2 2026 in Review

Ballentine Partners increased its Palo Alto Networks (PANW) stake by 9.6% in Q2 2026, buying an estimated $326K and bringing the position to 16,220 shares worth $5.53M. The position accounts for 0.07% of the portfolio, ranked #104.

Ballentine Partners first reported a position in PANW in Q3 2015 and has held it in 29 quarters since. 498 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Ballentine Partners held 16,220 shares of Palo Alto Networks worth $5.53M as of Q2 2026.
  • Ballentine Partners bought 1,424 Palo Alto Networks shares in Q2 2026, an estimated $326K.
  • Palo Alto Networks made up 0.07% of Ballentine Partners's portfolio in Q2 2026, its #104 holding.
  • Ballentine Partners first reported a position in Palo Alto Networks in Q3 2015 and has held it in 29 quarters since.
  • 498 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.