Equitable Trust’s Palo Alto Networks PANW Stock Holding History

Equitable 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	$575K	Buy	1,446 +22	+2%	+$7.83K	0.02%	295
2026 Q2	$486K	Buy	1,424 +68	+5%	+$15.6K	0.02%	329
2026 Q1	$217K	Sell	1,356 -1,220	-47%	-$205K	0.01%	447
2025 Q4	$474K	Hold	2,576	–	–	0.02%	324
2025 Q3	$525K	Hold	2,576	–	–	0.02%	314
2025 Q2	$527K	Sell	2,576 -82	-3%	-$15.2K	0.03%	304
2025 Q1	$454K	Hold	2,658	–	–	0.03%	325
2024 Q4	$484K	Hold	2,658	–	–	0.03%	326
2024 Q3	$454K	Buy	2,658 +82	+3%	+$13.8K	0.03%	331
2024 Q2	$437K	Buy	2,576 +176	+7%	+$26.3K	0.03%	319
2024 Q1	$341K	Buy	+2,400	New	+$379K	0.02%	358
2022 Q4	–	Sell	-2,472	Closed	-$202K	–	411
2022 Q3	$202K	Hold	2,472	–	–	0.02%	371
2022 Q2	$204K	Sell	2,472 -54	-2%	-$4.79K	0.02%	379
2022 Q1	$262K	Buy	+2,526	New	+$226K	0.02%	353

Other funds holding PANW

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

Equitable Trust's PANW Position: Q3 2026 in Review

Equitable Trust increased its Palo Alto Networks (PANW) stake by 1.5% in Q3 2026, buying an estimated $7.83K and bringing the position to 1,446 shares worth $575K. The position accounts for 0.02% of the portfolio, ranked #295.

Equitable Trust first reported a position in PANW in Q1 2022 and has held it in 14 quarters since. 611 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

Equitable Trust held 1,446 shares of Palo Alto Networks worth $575K as of Q3 2026.
Equitable Trust bought 22 Palo Alto Networks shares in Q3 2026, an estimated $7.83K.
Palo Alto Networks made up 0.02% of Equitable Trust's portfolio in Q3 2026, its #295 holding.
Equitable Trust first reported a position in Palo Alto Networks in Q1 2022 and has held it in 14 quarters since.
611 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

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