Great Diamond Partners’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.85M Sell
5,436
-127
-2% -$29.1K 0.32% 81
2026
Q1
$892K Buy
5,563
+192
+4% +$32.3K 0.17% 120
2025
Q4
$989K Sell
5,371
-133
-2% -$26.8K 0.19% 114
2025
Q3
$1.12M Sell
5,504
-73
-1% -$14K 0.22% 102
2025
Q2
$1.14M Buy
5,577
+4,289
+333% +$796K 0.24% 97
2025
Q1
$220K Sell
1,288
-133
-9% -$24.6K 0.06% 159
2024
Q4
$259K Sell
1,421
-87
-6% -$16.4K 0.07% 153
2024
Q3
$258K Sell
1,508
-548
-27% -$92.2K 0.07% 163
2024
Q2
$349K Sell
2,056
-176
-8% -$26.3K 0.08% 157
2024
Q1
$317K Sell
2,232
-104
-4% -$16.4K 0.07% 169
2023
Q4
$344K Sell
2,336
-326
-12% -$43.6K 0.08% 162
2023
Q3
$312K Sell
2,662
-222
-8% -$26.3K 0.08% 169
2023
Q2
$368K Sell
2,884
-172
-6% -$17.9K 0.1% 153
2023
Q1
$305K Sell
3,056
-46
-1% -$3.9K 0.09% 168
2022
Q4
$216K Sell
3,102
-102
-3% -$8.19K 0.07% 201
2022
Q3
$262K Sell
3,204
-678
-17% -$58.7K 0.09% 168
2022
Q2
$319K Buy
3,882
+108
+3% +$9.58K 0.11% 155
2022
Q1
$391K Sell
3,774
-1,182
-24% -$106K 0.11% 146
2021
Q4
$459K Buy
4,956
+102
+2% +$8.82K 0.12% 139
2021
Q3
$387K Sell
4,854
-90
-2% -$6.32K 0.11% 141
2021
Q2
$305K Sell
4,944
-72
-1% -$4.27K 0.09% 154
2021
Q1
$269K Buy
5,016
+240
+5% +$14.3K 0.08% 166
2020
Q4
$282K Buy
+4,776
New +$223K 0.09% 147
2020
Q1
Sell
-3,906
Closed -$150K 457
2019
Q4
$150K Buy
+3,906
New +$148K 0.06% 180

Other funds holding PANW

Great Diamond Partners's PANW Position: Q2 2026 in Review

Great Diamond Partners reduced its Palo Alto Networks (PANW) stake by 2.3% in Q2 2026, selling an estimated $29.1K and leaving 5,436 shares worth $1.85M. The position accounts for 0.32% of the portfolio, ranked #81.

Great Diamond Partners first reported a position in PANW in Q4 2019 and has held it in 24 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Great Diamond Partners held 5,436 shares of Palo Alto Networks worth $1.85M as of Q2 2026.
  • Great Diamond Partners sold 127 Palo Alto Networks shares in Q2 2026, an estimated $29.1K.
  • Palo Alto Networks made up 0.32% of Great Diamond Partners's portfolio in Q2 2026, its #81 holding.
  • Great Diamond Partners first reported a position in Palo Alto Networks in Q4 2019 and has held it in 24 quarters since.
  • 1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.