Goelzer Investment Management’s Palo Alto Networks PANW Stock Holding History

Goelzer Investment Management’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	$10.3M	Sell	30,253 -1,769	-6%	-$405K	0.45%	41
2026 Q1	$5.13M	Sell	32,022 -6,861	-18%	-$1.15M	0.25%	82
2025 Q4	$7.16M	Sell	38,883 -6,559	-14%	-$1.32M	0.33%	60
2025 Q3	$9.25M	Sell	45,442 -113	-0.2%	-$21.6K	0.49%	41
2025 Q2	$9.32M	Sell	45,555 -4,095	-8%	-$760K	0.51%	38
2025 Q1	$8.47M	Buy	49,650 +561	+1%	+$104K	0.49%	44
2024 Q4	$8.93M	Buy	49,089 +1,243	+3%	+$235K	0.52%	36
2024 Q3	$8.18M	Buy	47,846 +358	+0.8%	+$60.3K	0.45%	47
2024 Q2	$8.05M	Sell	47,488 -86	-0.2%	-$12.9K	0.45%	44
2024 Q1	$6.76M	Sell	47,574 -4,740	-9%	-$748K	0.38%	64
2023 Q4	$7.71M	Sell	52,314 -1,266	-2%	-$169K	0.5%	43
2023 Q3	$6.28M	Sell	53,580 -78	-0.1%	-$9.23K	0.44%	53
2023 Q2	$6.86M	Sell	53,658 -1,954	-4%	-$203K	0.58%	49
2023 Q1	$5.55M	Sell	55,612 -2,070	-4%	-$175K	0.48%	62
2022 Q4	$4.02M	Buy	57,682 +11,506	+25%	+$924K	0.34%	85
2022 Q3	$3.78M	Sell	46,176 -2,046	-4%	-$177K	0.38%	82
2022 Q2	$3.97M	Buy	48,222 +732	+2%	+$64.9K	0.38%	80
2022 Q1	$4.93M	Buy	47,490 +4,296	+10%	+$384K	0.43%	71
2021 Q4	$4.01M	Sell	43,194 -1,800	-4%	-$156K	0.33%	94
2021 Q3	$3.59M	Sell	44,994 -1,428	-3%	-$100K	0.31%	101
2021 Q2	$2.87M	Sell	46,422 -1,524	-3%	-$90.3K	0.24%	120
2021 Q1	$2.57M	Sell	47,946 -3,114	-6%	-$185K	0.23%	124
2020 Q4	$3.02M	Sell	51,060 -1,002	-2%	-$46.8K	0.28%	109
2020 Q3	$2.12M	Sell	52,062 -492	-0.9%	-$20.5K	0.2%	129
2020 Q2	$2.01M	Sell	52,554 -558	-1%	-$19.7K	0.19%	129
2020 Q1	$1.45M	Sell	53,112 -246	-0.5%	-$8.59K	0.17%	143
2019 Q4	$2.06M	Sell	53,358 -1,500	-3%	-$56.7K	0.18%	141
2019 Q3	$1.86M	Buy	54,858 +510	+0.9%	+$18.1K	0.17%	144
2019 Q2	$1.85M	Buy	+54,348	New	+$2.03M	0.17%	151

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

Goelzer Investment Management's PANW Position: Q2 2026 in Review

Goelzer Investment Management reduced its Palo Alto Networks (PANW) stake by 5.5% in Q2 2026, selling an estimated $405K and leaving 30,253 shares worth $10.3M. The position accounts for 0.45% of the portfolio, ranked #41.

Goelzer Investment Management first reported a position in PANW in Q2 2019 and has held it in 29 quarters since. 935 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Goelzer Investment Management held 30,253 shares of Palo Alto Networks worth $10.3M as of Q2 2026.
Goelzer Investment Management sold 1,769 Palo Alto Networks shares in Q2 2026, an estimated $405K.
Palo Alto Networks made up 0.45% of Goelzer Investment Management's portfolio in Q2 2026, its #41 holding.
Goelzer Investment Management first reported a position in Palo Alto Networks in Q2 2019 and has held it in 29 quarters since.
935 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.