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Greenleaf Trust’s Palo Alto Networks PANW Stock Holding History

Greenleaf 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 		$5.91M Buy
17,345
+722
+4% +$165K 0.06% 97
2026
Q1 		$2.66M Buy
16,623
+5,666
+52% +$952K 0.03% 165
2025
Q4 		$2.02M Sell
10,957
-2,150
-16% -$434K 0.02% 200
2025
Q3 		$2.67M Sell
13,107
-9,600
-42% -$1.84M 0.02% 157
2025
Q2 		$4.65M Sell
22,707
-7,066
-24% -$1.31M 0.04% 109
2025
Q1 		$5.08M Buy
29,773
+1,707
+6% +$316K 0.05% 105
2024
Q4 		$5.11M Buy
28,066
+1,274
+5% +$241K 0.05% 104
2024
Q3 		$4.58M Buy
26,792
+2,480
+10% +$417K 0.04% 109
2024
Q2 		$4.12M Buy
24,312
+4,396
+22% +$658K 0.04% 112
2024
Q1 		$2.83M Buy
19,916
+8,276
+71% +$1.31M 0.03% 138
2023
Q4 		$1.72M Buy
11,640
+2,882
+33% +$385K 0.02% 198
2023
Q3 		$1.03M Buy
8,758
+1,970
+29% +$233K 0.01% 271
2023
Q2 		$867K Sell
6,788
-400
-6% -$41.6K 0.01% 309
2023
Q1 		$718K Buy
7,188
+2,186
+44% +$185K 0.01% 354
2022
Q4 		$349K Buy
5,002
+814
+19% +$65.4K ﹤0.01% 541
2022
Q3 		$343K Buy
4,188
+60
+1% +$5.2K 0.01% 492
2022
Q2 		$340K Buy
4,128
+102
+3% +$9.04K 0.01% 511
2022
Q1 		$418K Buy
4,026
+810
+25% +$72.5K 0.01% 474
2021
Q4 		$298K Buy
3,216
+96
+3% +$8.3K ﹤0.01% 601
2021
Q3 		$249K Buy
+3,120
New +$219K ﹤0.01% 635
2015
Q4 		– Sell
-9,000
Closed -$258K – 184
2015
Q3 		$258K Buy
+9,000
New +$266K 0.01% 154

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Greenleaf Trust's PANW Position: Q2 2026 in Review

Greenleaf Trust increased its Palo Alto Networks (PANW) stake by 4.3% in Q2 2026, buying an estimated $165K and bringing the position to 17,345 shares worth $5.91M. The position accounts for 0.06% of the portfolio, ranked #97.

Greenleaf Trust first reported a position in PANW in Q3 2015 and has held it in 21 quarters since. 2,907 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Greenleaf Trust held 17,345 shares of Palo Alto Networks worth $5.91M as of Q2 2026.
  • Greenleaf Trust bought 722 Palo Alto Networks shares in Q2 2026, an estimated $165K.
  • Palo Alto Networks made up 0.06% of Greenleaf Trust's portfolio in Q2 2026, its #97 holding.
  • Greenleaf Trust first reported a position in Palo Alto Networks in Q3 2015 and has held it in 21 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.