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Diversified Trust’s Palo Alto Networks PANW Stock Holding History

Diversified 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
Q2 		$5.54M Buy
16,247
+4,040
+33% +$925K 0.09% 126
2026
Q1 		$1.96M Buy
12,207
+807
+7% +$136K 0.04% 258
2025
Q4 		$2.1M Sell
11,400
-3,407
-23% -$687K 0.04% 253
2025
Q3 		$3.02M Sell
14,807
-2,245
-13% -$430K 0.06% 178
2025
Q2 		$3.49M Buy
17,052
+727
+4% +$135K 0.08% 146
2025
Q1 		$2.79M Sell
16,325
-34
-0.2% -$6.29K 0.07% 160
2024
Q4 		$2.98M Buy
16,359
+7,237
+79% +$1.37M 0.07% 163
2024
Q3 		$1.56M Buy
9,122
+1,634
+22% +$275K 0.04% 267
2024
Q2 		$1.27M Sell
7,488
-3,082
-29% -$461K 0.04% 276
2024
Q1 		$1.5M Sell
10,570
-4,084
-28% -$644K 0.05% 240
2023
Q4 		$2.16M Sell
14,654
-314
-2% -$42K 0.07% 160
2023
Q3 		$1.75M Sell
14,968
-2,230
-13% -$264K 0.07% 168
2023
Q2 		$2.2M Sell
17,198
-4,152
-19% -$432K 0.08% 144
2023
Q1 		$2.13M Buy
21,350
+472
+2% +$40K 0.08% 135
2022
Q4 		$1.46M Buy
20,878
+2,584
+14% +$207K 0.06% 173
2022
Q3 		$1.5M Buy
18,294
+1,224
+7% +$106K 0.07% 148
2022
Q2 		$1.41M Sell
17,070
-2,466
-13% -$219K 0.06% 165
2022
Q1 		$2.03M Sell
19,536
-900
-4% -$80.5K 0.07% 140
2021
Q4 		$1.9M Sell
20,436
-4,020
-16% -$348K 0.06% 153
2021
Q3 		$1.95M Buy
24,456
+1,950
+9% +$137K 0.07% 138
2021
Q2 		$1.39M Sell
22,506
-564
-2% -$33.4K 0.05% 190
2021
Q1 		$1.24M Buy
23,070
+1,398
+6% +$83.1K 0.05% 185
2020
Q4 		$1.28M Sell
21,672
-4,650
-18% -$217K 0.05% 167
2020
Q3 		$1.07M Buy
26,322
+2,256
+9% +$93.8K 0.05% 172
2020
Q2 		$921K Buy
24,066
+7,884
+49% +$278K 0.05% 166
2020
Q1 		$442K Buy
16,182
+612
+4% +$21.4K 0.03% 225
2019
Q4 		$600K Buy
15,570
+4,752
+44% +$180K 0.03% 209
2019
Q3 		$368K Sell
10,818
-594
-5% -$21K 0.02% 236
2019
Q2 		$388K Buy
11,412
+234
+2% +$8.75K 0.02% 238
2019
Q1 		$452K Hold
11,178
– – 0.02% 200
2018
Q4 		$351K Buy
11,178
+660
+6% +$20.6K 0.02% 223
2018
Q3 		$395K Hold
10,518
– – 0.02% 201
2018
Q2 		$360K Sell
10,518
-1,500
-12% -$50K 0.02% 206
2018
Q1 		$364K Buy
12,018
+60
+0.5% +$1.67K 0.02% 195
2017
Q4 		$289K Hold
11,958
– – 0.02% 230
2017
Q3 		$287K Hold
11,958
– – 0.02% 224
2017
Q2 		$267K Buy
11,958
+840
+8% +$17K 0.02% 240
2017
Q1 		$209K Buy
11,118
+618
+6% +$13.8K 0.02% 253
2016
Q4 		$219K Buy
10,500
+1,800
+21% +$43.1K 0.02% 230
2016
Q3 		$231K Sell
8,700
-39,240
-82% -$894K 0.03% 242
2016
Q2 		$980K Sell
47,940
-35,226
-42% -$816K 0.11% 167
2016
Q1 		$2.26M Buy
83,166
+25,470
+44% +$626K 0.25% 95
2015
Q4 		$1.69M Sell
57,696
-47,802
-45% -$1.38M 0.18% 126
2015
Q3 		$3.02M Buy
105,498
+2,478
+2% +$73.1K 0.32% 66
2015
Q2 		$3M Buy
103,020
+20,574
+25% +$549K 0.28% 77
2015
Q1 		$2.01M Sell
82,446
-36,744
-31% -$823K 0.17% 135
2014
Q4 		$2.44M Buy
+119,190
New +$2.2M 0.22% 103

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
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
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

Diversified Trust's PANW Position: Q2 2026 in Review

Diversified Trust increased its Palo Alto Networks (PANW) stake by 33% in Q2 2026, buying an estimated $925K and bringing the position to 16,247 shares worth $5.54M. The position accounts for 0.09% of the portfolio, ranked #126.

Diversified Trust first reported a position in PANW in Q4 2014 and has held it in 47 quarters since. 575 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Diversified Trust held 16,247 shares of Palo Alto Networks worth $5.54M as of Q2 2026.
  • Diversified Trust bought 4,040 Palo Alto Networks shares in Q2 2026, an estimated $925K.
  • Palo Alto Networks made up 0.09% of Diversified Trust's portfolio in Q2 2026, its #126 holding.
  • Diversified Trust first reported a position in Palo Alto Networks in Q4 2014 and has held it in 47 quarters since.
  • 575 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.