Loring Wolcott & Coolidge Fiduciary Advisors’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 | $1.34M | Buy |
3,931
+190
| +5% | +$43.5K | 0.01% | 152 |
|
|
2026
Q1 | $583K | Buy |
3,741
+24
| +0.6% | +$4.03K | 0.01% | 218 |
|
|
2025
Q4 | $682K | Buy |
3,717
+60
| +2% | +$12.1K | 0.01% | 208 |
|
|
2025
Q3 | $786K | Sell |
3,657
-236
| -6% | -$45.2K | 0.01% | 197 |
|
|
2025
Q2 | $797K | Hold |
3,893
| – | – | 0.01% | 170 |
|
|
2025
Q1 | $655K | Hold |
3,893
| – | – | 0.01% | 185 |
|
|
2024
Q4 | $737K | Sell |
3,893
-25
| -0.6% | -$4.72K | 0.01% | 188 |
|
|
2024
Q3 | $714K | Buy |
3,918
+48
| +1% | +$8.08K | 0.01% | 191 |
|
|
2024
Q2 | $655K | Sell |
3,870
-240
| -6% | -$35.9K | 0.01% | 184 |
|
|
2024
Q1 | $579K | Hold |
4,110
| – | – | 0.01% | 188 |
|
|
2023
Q4 | $696K | Sell |
4,110
-10
| -0.2% | -$1.34K | 0.01% | 181 |
|
|
2023
Q3 | $516K | Hold |
4,120
| – | – | 0.01% | 192 |
|
|
2023
Q2 | $526K | Buy |
4,120
+28
| +0.7% | +$2.91K | 0.01% | 201 |
|
|
2023
Q1 | $409K | Hold |
4,092
| – | – | ﹤0.01% | 212 |
|
|
2022
Q4 | $285K | Sell |
4,092
-60
| -1% | -$4.82K | ﹤0.01% | 246 |
|
|
2022
Q3 | $340K | Sell |
4,152
-48
| -1% | -$4.16K | ﹤0.01% | 234 |
|
|
2022
Q2 | $346K | Sell |
4,200
-354
| -8% | -$31.4K | ﹤0.01% | 239 |
|
|
2022
Q1 | $472K | Buy |
4,554
+666
| +17% | +$59.6K | ﹤0.01% | 215 |
|
|
2021
Q4 | $361K | Buy |
3,888
+60
| +2% | +$5.19K | ﹤0.01% | 242 |
|
|
2021
Q3 | $306K | Hold |
3,828
| – | – | ﹤0.01% | 255 |
|
|
2021
Q2 | $237K | Hold |
3,828
| – | – | ﹤0.01% | 296 |
|
|
2021
Q1 | $205K | Buy |
3,828
+1,608
| +72% | +$95.6K | ﹤0.01% | 289 |
|
|
2020
Q4 | $131K | Hold |
2,220
| – | – | ﹤0.01% | 320 |
|
|
2020
Q3 | $91K | Hold |
2,220
| – | – | ﹤0.01% | 339 |
|
|
2020
Q2 | $85K | Hold |
2,220
| – | – | ﹤0.01% | 328 |
|
|
2020
Q1 | $61K | Sell |
2,220
-4,020
| -64% | -$140K | ﹤0.01% | 355 |
|
|
2019
Q4 | $241K | Hold |
6,240
| – | – | ﹤0.01% | 259 |
|
|
2019
Q3 | $212K | Hold |
6,240
| – | – | ﹤0.01% | 261 |
|
|
2019
Q2 | $212K | Buy |
6,240
+4,020
| +181% | +$150K | ﹤0.01% | 258 |
|
|
2019
Q1 | $90K | Hold |
2,220
| – | – | ﹤0.01% | 334 |
|
|
2018
Q4 | $70K | Buy |
+2,220
| New | +$69.2K | ﹤0.01% | 366 |
|
|
2018
Q1 | – | Sell |
-600
| Closed | -$14K | – | 779 |
|
|
2017
Q4 | $14K | Hold |
600
| – | – | ﹤0.01% | 547 |
|
|
2017
Q3 | $14K | Hold |
600
| – | – | ﹤0.01% | 536 |
|
|
2017
Q2 | $13K | Hold |
600
| – | – | ﹤0.01% | 526 |
|
|
2017
Q1 | $11K | Buy |
+600
| New | +$13.4K | ﹤0.01% | 547 |
|
|
2016
Q3 | – | Sell |
-5,610
| Closed | -$115K | – | 631 |
|
|
2016
Q2 | $115K | Sell |
5,610
-3,300
| -37% | -$76.4K | ﹤0.01% | 315 |
|
|
2016
Q1 | $242K | Sell |
8,910
-1,440
| -14% | -$35.4K | 0.01% | 230 |
|
|
2015
Q4 | $304K | Buy |
+10,350
| New | +$299K | 0.01% | 233 |
|
Other funds holding PANW
Loring Wolcott & Coolidge Fiduciary Advisors's PANW Position: Q2 2026 in Review
Loring Wolcott & Coolidge Fiduciary Advisors increased its Palo Alto Networks (PANW) stake by 5.1% in Q2 2026, buying an estimated $43.5K and bringing the position to 3,931 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #152.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PANW in Q4 2015 and has held it in 38 quarters since. 1,877 funds tracked by Wall St. Rank hold PANW as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors held 3,931 shares of Palo Alto Networks worth $1.34M as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors bought 190 Palo Alto Networks shares in Q2 2026, an estimated $43.5K.
- Palo Alto Networks made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #152 holding.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Palo Alto Networks in Q4 2015 and has held it in 38 quarters since.
- 1,877 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.