Ellsworth Advisors’s Palo Alto Networks PANW Stock Holding History

Ellsworth Advisors’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	$586K	Hold	1,656	–	–	0.1%	141
2026 Q1	$265K	Hold	1,656	–	–	0.05%	152
2025 Q4	$311K	Sell	1,656 -332	-17%	-$67K	0.06%	152
2025 Q3	$411K	Buy	1,988 +382	+24%	+$73.1K	0.09%	143
2025 Q2	$329K	Sell	1,606 -25	-2%	-$4.64K	0.08%	143
2025 Q1	$278K	Buy	1,631 +25	+2%	+$4.62K	0.07%	159
2024 Q4	$292K	Hold	1,606	–	–	0.08%	157
2024 Q3	$274K	Hold	1,606	–	–	0.07%	161
2024 Q2	$272K	Hold	1,606	–	–	0.08%	164
2024 Q1	$224K	Sell	1,606 -90	-5%	-$14.2K	0.06%	162
2023 Q4	$250K	Hold	1,696	–	–	0.08%	154
2023 Q3	$215K	Hold	1,696	–	–	0.08%	158
2023 Q2	$217K	Buy	+1,696	New	+$176K	0.07%	157

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Ellsworth Advisors's PANW Position: Q2 2026 in Review

Ellsworth Advisors held its Palo Alto Networks (PANW) position steady in Q2 2026 at 1,656 shares worth $586K. The position accounts for 0.1% of the portfolio, ranked #141.

Ellsworth Advisors first reported a position in PANW in Q2 2023 and has held it in 13 quarters since. 1,223 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Ellsworth Advisors held 1,656 shares of Palo Alto Networks worth $586K as of Q2 2026.
Ellsworth Advisors left its Palo Alto Networks share count unchanged in Q2 2026.
Palo Alto Networks made up 0.1% of Ellsworth Advisors's portfolio in Q2 2026, its #141 holding.
Ellsworth Advisors first reported a position in Palo Alto Networks in Q2 2023 and has held it in 13 quarters since.
1,223 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Ellsworth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.