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Chesley Taft & Associates’s Palo Alto Networks PANW Stock Holding History

Chesley Taft & Associates’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 		$62.1M Sell
182,105
-10,434
-5% -$2.39M 2.42% 7
2026
Q1 		$30.9M Buy
192,539
+1,073
+0.6% +$180K 1.29% 18
2025
Q4 		$35.3M Buy
191,466
+13,319
+7% +$2.69M 1.39% 17
2025
Q3 		$36.3M Sell
178,147
-4,017
-2% -$769K 1.54% 18
2025
Q2 		$37.3M Sell
182,164
-2,007
-1% -$373K 1.66% 13
2025
Q1 		$31.4M Sell
184,171
-127
-0.1% -$23.5K 1.52% 15
2024
Q4 		$33.5M Buy
184,298
+402
+0.2% +$75.9K 1.56% 15
2024
Q3 		$31.4M Buy
183,896
+366
+0.2% +$61.6K 1.5% 17
2024
Q2 		$31.1M Buy
183,530
+4,852
+3% +$726K 1.56% 15
2024
Q1 		$25.4M Buy
178,678
+25,586
+17% +$4.04M 1.3% 22
2023
Q4 		$22.6M Buy
153,092
+816
+0.5% +$109K 1.27% 23
2023
Q3 		$17.8M Buy
152,276
+24,472
+19% +$2.9M 1.16% 26
2023
Q2 		$16.3M Buy
127,804
+91,650
+253% +$9.54M 1% 30
2023
Q1 		$3.61M Buy
36,154
+11,782
+48% +$998K 0.24% 94
2022
Q4 		$1.7M Buy
24,372
+692
+3% +$55.6K 0.12% 138
2022
Q3 		$1.94M Buy
+23,680
New +$2.05M 0.14% 127
2020
Q1 		– Sell
-158,682
Closed -$6.12M – 263
2019
Q4 		$6.12M Sell
158,682
-2,544
-2% -$96.2K 0.44% 63
2019
Q3 		$5.48M Sell
161,226
-360
-0.2% -$12.7K 0.42% 66
2019
Q2 		$5.49M Buy
161,586
+5,760
+4% +$215K 0.43% 63
2019
Q1 		$6.31M Buy
155,826
+16,152
+12% +$599K 0.53% 58
2018
Q4 		$4.38M Sell
139,674
-14,790
-10% -$461K 0.42% 63
2018
Q3 		$5.8M Buy
154,464
+10,440
+7% +$380K 0.46% 62
2018
Q2 		$4.93M Buy
144,024
+2,550
+2% +$85K 0.42% 69
2018
Q1 		$4.28M Sell
141,474
-3,282
-2% -$91.2K 0.38% 74
2017
Q4 		$3.5M Sell
144,756
-2,640
-2% -$64.2K 0.3% 86
2017
Q3 		$3.54M Buy
147,396
+2,874
+2% +$65.5K 0.31% 86
2017
Q2 		$3.22M Buy
144,522
+7,140
+5% +$144K 0.29% 87
2017
Q1 		$2.58M Buy
137,382
+462
+0.3% +$10.3K 0.24% 93
2016
Q4 		$2.85M Sell
136,920
-5,670
-4% -$136K 0.28% 88
2016
Q3 		$3.79M Sell
142,590
-43,890
-24% -$1M 0.38% 76
2016
Q2 		$3.81M Buy
186,480
+121,650
+188% +$2.82M 0.39% 77
2016
Q1 		$1.76M Buy
64,830
+17,100
+36% +$420K 0.19% 105
2015
Q4 		$1.4M Sell
47,730
-420
-0.9% -$12.1K 0.15% 121
2015
Q3 		$1.38M Buy
48,150
+1,110
+2% +$32.8K 0.15% 115
2015
Q2 		$1.37M Buy
47,040
+1,350
+3% +$36K 0.14% 118
2015
Q1 		$1.11M Buy
45,690
+2,010
+5% +$45K 0.11% 130
2014
Q4 		$892K Buy
+43,680
New +$805K 0.09% 145

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

Chesley Taft & Associates's PANW Position: Q2 2026 in Review

Chesley Taft & Associates reduced its Palo Alto Networks (PANW) stake by 5.4% in Q2 2026, selling an estimated $2.39M and leaving 182,105 shares worth $62.1M. The position accounts for 2.42% of the portfolio, ranked #7.

Chesley Taft & Associates first reported a position in PANW in Q4 2014 and has held it in 37 quarters since. 498 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Chesley Taft & Associates held 182,105 shares of Palo Alto Networks worth $62.1M as of Q2 2026.
  • Chesley Taft & Associates sold 10,434 Palo Alto Networks shares in Q2 2026, an estimated $2.39M.
  • Palo Alto Networks made up 2.42% of Chesley Taft & Associates's portfolio in Q2 2026, its #7 holding.
  • Chesley Taft & Associates first reported a position in Palo Alto Networks in Q4 2014 and has held it in 37 quarters since.
  • 498 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.