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Heritage Trust’s Palo Alto Networks PANW Stock Holding History

Heritage 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 		$6.61M Buy
19,384
+1,706
+10% +$390K 0.57% 47
2026
Q1 		$2.83M Buy
17,678
+5,250
+42% +$882K 0.28% 93
2025
Q4 		$2.29M Sell
12,428
-993
-7% -$200K 0.23% 99
2025
Q3 		$2.73M Buy
13,421
+742
+6% +$142K 0.29% 85
2025
Q2 		$2.59M Buy
12,679
+473
+4% +$87.8K 0.3% 84
2025
Q1 		$2.08M Buy
12,206
+1,514
+14% +$280K 0.25% 103
2024
Q4 		$1.95M Buy
+10,692
New +$2.02M 0.23% 106
2024
Q2 		$1.87M Sell
11,024
-254
-2% -$38K 0.25% 101
2024
Q1 		$1.6M Buy
11,278
+962
+9% +$152K 0.21% 114
2023
Q4 		$1.52M Hold
10,316
– – 0.21% 112
2023
Q3 		$1.21M Sell
10,316
-302
-3% -$35.7K 0.19% 121
2023
Q2 		$1.36M Sell
10,618
-256
-2% -$26.6K 0.2% 114
2023
Q1 		$1.09M Sell
10,874
-4,052
-27% -$343K 0.17% 123
2022
Q4 		$1.04M Sell
14,926
-112
-0.7% -$8.99K 0.17% 126
2022
Q3 		$1.23M Buy
15,038
+272
+2% +$23.6K 0.22% 112
2022
Q2 		$1.22M Sell
14,766
-144
-1% -$12.8K 0.2% 118
2022
Q1 		$1.55M Sell
14,910
-2,802
-16% -$251K 0.22% 111
2021
Q4 		$1.64M Sell
17,712
-18
-0.1% -$1.56K 0.21% 109
2021
Q3 		$1.42M Hold
17,730
– – 0.2% 114
2021
Q2 		$1.1M Buy
17,730
+2,640
+17% +$156K 0.16% 125
2021
Q1 		$810K Sell
15,090
-1,314
-8% -$78.1K 0.12% 140
2020
Q4 		$972K Hold
16,404
– – 0.16% 120
2020
Q3 		$669K Buy
16,404
+642
+4% +$26.7K 0.12% 132
2020
Q2 		$603K Buy
+15,762
New +$555K 0.12% 138
2019
Q1 		– Sell
-210
Closed -$7K – 353
2018
Q4 		$7K Sell
210
-60
-22% -$1.87K ﹤0.01% 333
2018
Q3 		$10K Hold
270
– – ﹤0.01% 319
2018
Q2 		$9K Buy
+270
New +$9K ﹤0.01% 314

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

Heritage Trust's PANW Position: Q2 2026 in Review

Heritage Trust increased its Palo Alto Networks (PANW) stake by 9.7% in Q2 2026, buying an estimated $390K and bringing the position to 19,384 shares worth $6.61M. The position accounts for 0.57% of the portfolio, ranked #47.

Heritage Trust first reported a position in PANW in Q2 2018 and has held it in 27 quarters since. 2,915 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Heritage Trust held 19,384 shares of Palo Alto Networks worth $6.61M as of Q2 2026.
  • Heritage Trust bought 1,706 Palo Alto Networks shares in Q2 2026, an estimated $390K.
  • Palo Alto Networks made up 0.57% of Heritage Trust's portfolio in Q2 2026, its #47 holding.
  • Heritage Trust first reported a position in Palo Alto Networks in Q2 2018 and has held it in 27 quarters since.
  • 2,915 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Heritage Trust's 13F filing for Q2 2026, filed 6 Aug 2026.