Caldwell Trust
PANW icon

Caldwell Trust’s Palo Alto Networks PANW Stock Holding History

Caldwell Trust’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
Q3 		$6.04M Sell
15,212
-85
-0.6% -$30.2K 0.48% 50
2026
Q2 		$5.22M Buy
15,297
+217
+1% +$49.7K 0.42% 56
2026
Q1 		$2.42M Buy
15,080
+112
+0.7% +$18.8K 0.22% 96
2025
Q4 		$2.76M Sell
14,968
-97
-0.6% -$19.6K 0.25% 84
2025
Q3 		$3.07M Buy
15,065
+76
+0.5% +$14.5K 0.29% 76
2025
Q2 		$3.07M Sell
14,989
-106
-0.7% -$19.7K 0.31% 73
2025
Q1 		$2.58M Buy
15,095
+1,040
+7% +$192K 0.28% 83
2024
Q4 		$2.56M Sell
14,055
-2,267
-14% -$428K 0.27% 81
2024
Q3 		$2.79M Buy
16,322
+276
+2% +$46.5K 0.29% 73
2024
Q2 		$2.72M Buy
16,046
+1,022
+7% +$153K 0.3% 74
2024
Q1 		$2.13M Buy
15,024
+2,346
+19% +$370K 0.25% 87
2023
Q4 		$1.87M Buy
12,678
+514
+4% +$68.7K 0.24% 94
2023
Q3 		$1.43M Sell
12,164
-208
-2% -$24.6K 0.19% 111
2023
Q2 		$1.58M Buy
12,372
+786
+7% +$81.8K 0.21% 105
2023
Q1 		$1.16M Sell
11,586
-518
-4% -$43.9K 0.16% 125
2022
Q4 		$844K Buy
12,104
+96
+0.8% +$7.71K 0.12% 148
2022
Q3 		$983K Buy
12,008
+878
+8% +$76K 0.15% 128
2022
Q2 		$916K Buy
11,130
+546
+5% +$48.4K 0.13% 139
2022
Q1 		$1.1M Buy
10,584
+348
+3% +$31.1K 0.13% 137
2021
Q4 		$950K Buy
10,236
+1,770
+21% +$153K 0.11% 144
2021
Q3 		$676K Buy
8,466
+2,754
+48% +$193K 0.09% 171
2021
Q2 		$353K Buy
5,712
+1,638
+40% +$97K 0.05% 224
2021
Q1 		$219K Buy
4,074
+900
+28% +$53.5K 0.03% 258
2020
Q4 		$188K Hold
3,174
– – 0.03% 261
2020
Q3 		$129K Sell
3,174
-198
-6% -$8.24K 0.02% 295
2020
Q2 		$129K Hold
3,372
– – 0.02% 295
2020
Q1 		$92.1K Sell
3,372
-30
-0.9% -$1.05K 0.02% 332
2019
Q4 		$131K Buy
+3,402
New +$129K 0.02% 328

Other funds holding PANW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Caldwell Trust's PANW Position: Q3 2026 in Review

Caldwell Trust reduced its Palo Alto Networks (PANW) stake by 0.56% in Q3 2026, selling an estimated $30.2K and leaving 15,212 shares worth $6.04M. The position accounts for 0.48% of the portfolio, ranked #50.

Caldwell Trust first reported a position in PANW in Q4 2019 and has held it in 28 quarters since. 2,119 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • Caldwell Trust held 15,212 shares of Palo Alto Networks worth $6.04M as of Q3 2026.
  • Caldwell Trust sold 85 Palo Alto Networks shares in Q3 2026, an estimated $30.2K.
  • Palo Alto Networks made up 0.48% of Caldwell Trust's portfolio in Q3 2026, its #50 holding.
  • Caldwell Trust first reported a position in Palo Alto Networks in Q4 2019 and has held it in 28 quarters since.
  • 2,119 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.