D.J. St. Germain’s Palo Alto Networks PANW Stock Holding History

D.J. St. Germain’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	$48.6M	Sell	142,411 -8,186	-5%	-$1.87M	1.75%	10
2026 Q1	$24.1M	Buy	150,597 +6,457	+4%	+$1.08M	0.96%	36
2025 Q4	$26.6M	Buy	144,140 +5,243	+4%	+$1.06M	1.03%	32
2025 Q3	$28.3M	Buy	138,897 +32,523	+31%	+$6.23M	1.13%	27
2025 Q2	$21.8M	Buy	106,374 +830	+0.8%	+$154K	0.94%	38
2025 Q1	$18M	Buy	105,544 +633	+0.6%	+$117K	0.85%	38
2024 Q4	$19.1M	Sell	104,911 -6,917	-6%	-$1.31M	0.87%	33
2024 Q3	$19.1M	Sell	111,828 -550	-0.5%	-$92.6K	0.88%	34
2024 Q2	$19M	Sell	112,378 -2,140	-2%	-$320K	0.92%	29
2024 Q1	$16.3M	Sell	114,518 -1,190	-1%	-$188K	0.8%	41
2023 Q4	$17.1M	Sell	115,708 -1,276	-1%	-$171K	0.89%	34
2023 Q3	$13.7M	Sell	116,984 -4,854	-4%	-$574K	0.77%	41
2023 Q2	$15.6M	Buy	+121,838	New	+$12.7M	0.82%	38
2022 Q4	$25.8K	Buy	126,706 +85,200	+205%	+$6.84M	0.01%	214
2022 Q3	$10.3M	Sell	41,506 -83,012	-67%	-$7.19M	0.68%	53
2022 Q2	$10.3M	Sell	124,518 -2,874	-2%	-$255K	0.68%	53
2022 Q1	$13.2M	Sell	127,392 -24,318	-16%	-$2.18M	0.74%	44
2021 Q4	$14.1M	Sell	151,710 -9,930	-6%	-$859K	0.77%	41
2021 Q3	$12.9M	Sell	161,640 -7,668	-5%	-$539K	0.79%	44
2021 Q2	$10.5M	Sell	169,308 -2,460	-1%	-$146K	0.66%	49
2021 Q1	$9.22M	Sell	171,768 -5,526	-3%	-$328K	0.62%	49
2020 Q4	$10.5M	Buy	177,294 +504	+0.3%	+$23.5K	0.75%	41
2020 Q3	$7.21M	Sell	176,790 -234	-0.1%	-$9.73K	0.59%	51
2020 Q2	$6.78M	Buy	177,024 +234	+0.1%	+$8.24K	0.59%	53
2020 Q1	$4.83M	Buy	176,790 +10,788	+6%	+$377K	0.47%	57
2019 Q4	$6.4M	Buy	166,002 +3,090	+2%	+$117K	0.54%	55
2019 Q3	$5.53M	Buy	162,912 +3,930	+2%	+$139K	0.6%	48
2019 Q2	$5.4M	Sell	158,982 -78	-0%	-$2.92K	0.59%	49
2019 Q1	$6.44M	Sell	159,060 -5,190	-3%	-$192K	0.7%	42
2018 Q4	$5.16M	Buy	164,250 +138,930	+549%	+$4.33M	0.61%	52
2018 Q3	$951K	Sell	25,320 -63,444	-71%	-$2.31M	0.11%	84
2018 Q2	$3.04M	Sell	88,764 -5,766	-6%	-$192K	0.36%	59
2018 Q1	$2.86M	Sell	94,530 -21,714	-19%	-$603K	0.36%	59
2017 Q4	$2.81M	Sell	116,244 -300	-0.3%	-$7.3K	0.34%	62
2017 Q3	$2.8M	Sell	116,544 -978	-0.8%	-$22.3K	0.35%	61
2017 Q2	$2.62M	Buy	117,522 +2,046	+2%	+$41.3K	0.35%	59
2017 Q1	$2.17M	Buy	115,476 +72,966	+172%	+$1.63M	0.3%	63
2016 Q4	$886K	Buy	42,510 +5,856	+16%	+$140K	0.12%	82
2016 Q3	$973K	Buy	36,654 +3,414	+10%	+$77.8K	0.14%	74
2016 Q2	$679K	Buy	33,240 +4,140	+14%	+$95.9K	0.09%	90
2016 Q1	$791K	Buy	29,100 +7,614	+35%	+$187K	0.11%	81
2015 Q4	$631K	Buy	+21,486	New	+$620K	0.09%	79

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

D.J. St. Germain's PANW Position: Q2 2026 in Review

D.J. St. Germain reduced its Palo Alto Networks (PANW) stake by 5.4% in Q2 2026, selling an estimated $1.87M and leaving 142,411 shares worth $48.6M. The position accounts for 1.75% of the portfolio, ranked #10.

D.J. St. Germain first reported a position in PANW in Q4 2015 and has held it in 42 quarters since. 1,120 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

D.J. St. Germain held 142,411 shares of Palo Alto Networks worth $48.6M as of Q2 2026.
D.J. St. Germain sold 8,186 Palo Alto Networks shares in Q2 2026, an estimated $1.87M.
Palo Alto Networks made up 1.75% of D.J. St. Germain's portfolio in Q2 2026, its #10 holding.
D.J. St. Germain first reported a position in Palo Alto Networks in Q4 2015 and has held it in 42 quarters since.
1,120 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.