Mascoma Wealth Management’s Palo Alto Networks PANW Stock Holding History

Mascoma Wealth 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	$23.9K	Hold	70	–	–	﹤0.01%	248
2026 Q1	$11.2K	Buy	70 +8	+13%	+$1.34K	﹤0.01%	307
2025 Q4	$11.4K	Buy	62 +10	+19%	+$2.02K	﹤0.01%	304
2025 Q3	$10.6K	Hold	52	–	–	﹤0.01%	319
2025 Q2	$10.6K	Sell	52 -40	-43%	-$7.43K	﹤0.01%	315
2025 Q1	$15.7K	Hold	92	–	–	﹤0.01%	285
2024 Q4	$16.7K	Buy	92 +56	+156%	+$10.6K	﹤0.01%	291
2024 Q3	$6.15K	Hold	36	–	–	﹤0.01%	369
2024 Q2	$6.1K	Hold	36	–	–	﹤0.01%	393
2024 Q1	$5.11K	Hold	36	–	–	﹤0.01%	378
2023 Q4	$5.31K	Hold	36	–	–	﹤0.01%	384
2023 Q3	$4.22K	Hold	36	–	–	﹤0.01%	411
2023 Q2	$3.81K	Sell	36 -84	-70%	-$8.74K	﹤0.01%	416
2023 Q1	$10.9K	Hold	120	–	–	﹤0.01%	395
2022 Q4	$8.37K	Hold	120	–	–	﹤0.01%	428
2022 Q3	$10K	Hold	120	–	–	﹤0.01%	406
2022 Q2	$10K	Hold	120	–	–	﹤0.01%	419
2022 Q1	$12K	Hold	120	–	–	﹤0.01%	418
2021 Q4	$11K	Hold	120	–	–	﹤0.01%	397
2021 Q3	$10K	Buy	+120	New	+$8.43K	﹤0.01%	345
2021 Q2	–	Sell	-156	Closed	-$8K	–	346
2021 Q1	$8K	Buy	+156	New	+$9.27K	﹤0.01%	355
2019 Q3	–	Sell	-36	Closed	-$1K	–	262
2019 Q2	$1K	Hold	36	–	–	﹤0.01%	366
2019 Q1	$1K	Buy	+36	New	+$1.33K	﹤0.01%	377
2017 Q2	–	Sell	-1,140	Closed	-$21K	–	435
2017 Q1	$21K	Hold	1,140	–	–	0.02%	212
2016 Q4	$24K	Buy	+1,140	New	+$27.3K	0.02%	198

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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

Mascoma Wealth Management's PANW Position: Q2 2026 in Review

Mascoma Wealth Management held its Palo Alto Networks (PANW) position steady in Q2 2026 at 70 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

Mascoma Wealth Management first reported a position in PANW in Q4 2016 and has held it in 25 quarters since. The position peaked at $24K in Q4 2016. 1,136 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Mascoma Wealth Management held 70 shares of Palo Alto Networks worth $23.9K as of Q2 2026.
Mascoma Wealth Management left its Palo Alto Networks share count unchanged in Q2 2026.
Palo Alto Networks made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #248 holding.
Mascoma Wealth Management first reported a position in Palo Alto Networks in Q4 2016 and has held it in 25 quarters since.
Mascoma Wealth Management's Palo Alto Networks position peaked at $24K in Q4 2016.
1,136 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.