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

Ipswich 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	$11.5M	Sell	33,774 -682	-2%	-$156K	2.43%	10
2026 Q1	$5.52M	Sell	34,456 -556	-2%	-$93.4K	1.3%	25
2025 Q4	$6.45M	Buy	35,012 +1,086	+3%	+$219K	1.49%	18
2025 Q3	$6.91M	Buy	33,926 +1,591	+5%	+$305K	1.61%	17
2025 Q2	$6.62M	Buy	32,335 +1,726	+6%	+$321K	1.6%	17
2025 Q1	$5.22M	Buy	30,609 +165	+0.5%	+$30.5K	1.3%	25
2024 Q4	$5.54M	Buy	30,444 +740	+2%	+$140K	1.33%	24
2024 Q3	$5.08M	Buy	29,704 +1,094	+4%	+$184K	1.18%	27
2024 Q2	$4.85M	Buy	28,610 +1,730	+6%	+$259K	1.14%	30
2024 Q1	$3.82M	Buy	26,880 +1,600	+6%	+$252K	0.89%	35
2023 Q4	$3.73M	Sell	25,280 -310	-1%	-$41.4K	0.94%	35
2023 Q3	$3M	Buy	25,590 +1,350	+6%	+$160K	0.82%	39
2023 Q2	$3.1M	Sell	24,240 -60	-0.2%	-$6.24K	0.82%	39
2023 Q1	$2.43M	Sell	24,300 -356	-1%	-$30.2K	0.66%	44
2022 Q4	$1.72M	Sell	24,656 -28	-0.1%	-$2.25K	0.49%	59
2022 Q3	$2.02M	Sell	24,684 -330	-1%	-$28.6K	0.64%	47
2022 Q2	$2.06M	Buy	25,014 +1,980	+9%	+$176K	0.59%	53
2022 Q1	$2.39M	Sell	23,034 -2,100	-8%	-$188K	0.59%	53
2021 Q4	$2.33M	Sell	25,134 -60	-0.2%	-$5.19K	0.54%	58
2021 Q3	$2.01M	Buy	25,194 +15,594	+162%	+$1.1M	0.51%	60
2021 Q2	$594K	Buy	9,600 +3,084	+47%	+$183K	0.15%	121
2021 Q1	$350K	Buy	6,516 +36	+0.6%	+$2.14K	0.1%	144
2020 Q4	$384K	Hold	6,480	–	–	0.12%	131
2020 Q3	$264K	Buy	6,480 +900	+16%	+$37.4K	0.08%	149
2020 Q2	$214K	Buy	+5,580	New	+$197K	0.07%	153
2020 Q1	–	Sell	-5,604	Closed	-$216K	–	173
2019 Q4	$216K	Buy	+5,604	New	+$212K	0.06%	174
2019 Q2	–	Sell	-5,184	Closed	-$210K	–	178
2019 Q1	$210K	Buy	5,184 +2,094	+68%	+$77.7K	0.07%	169
2018 Q4	$97K	Buy	+3,090	New	+$96.3K	0.04%	217
2017 Q1	–	Sell	-31,110	Closed	-$648K	–	132
2016 Q4	$648K	Buy	31,110 +11,970	+63%	+$287K	0.29%	72
2016 Q3	$508K	Sell	19,140 -810	-4%	-$18.5K	0.25%	79
2016 Q2	$408K	Buy	19,950 +5,040	+34%	+$117K	0.2%	91
2016 Q1	$346K	Buy	+14,910	New	+$367K	0.16%	94

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

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

Ipswich Investment Management reduced its Palo Alto Networks (PANW) stake by 2% in Q2 2026, selling an estimated $156K and leaving 33,774 shares worth $11.5M. The position accounts for 2.43% of the portfolio, ranked #10.

Ipswich Investment Management first reported a position in PANW in Q1 2016 and has held it in 32 quarters since. 930 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Ipswich Investment Management held 33,774 shares of Palo Alto Networks worth $11.5M as of Q2 2026.
Ipswich Investment Management sold 682 Palo Alto Networks shares in Q2 2026, an estimated $156K.
Palo Alto Networks made up 2.43% of Ipswich Investment Management's portfolio in Q2 2026, its #10 holding.
Ipswich Investment Management first reported a position in Palo Alto Networks in Q1 2016 and has held it in 32 quarters since.
930 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.