McCarter Private Wealth Services’s Palo Alto Networks PANW Stock Holding History

McCarter Private Wealth Services’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 Q3	$6.2M	Sell	15,602 -299	-2%	-$106K	2.1%	7
2026 Q2	$5.42M	Sell	15,901 -1,953	-11%	-$447K	1.87%	10
2026 Q1	$2.86M	Buy	17,854 +1,088	+6%	+$183K	1.24%	23
2025 Q4	$3.09M	Buy	16,766 +430	+3%	+$86.8K	1.39%	21
2025 Q3	$3.33M	Buy	16,336 +47	+0.3%	+$9K	1.7%	18
2025 Q2	$3.33M	Buy	16,289 +46	+0.3%	+$8.54K	1.91%	15
2025 Q1	$2.77M	Buy	16,243 +667	+4%	+$123K	1.82%	20
2024 Q4	$2.83M	Buy	15,576 +338	+2%	+$63.9K	1.8%	18
2024 Q3	$2.6M	Buy	+15,238	New	+$2.56M	1.65%	22

Other funds holding PANW

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return

McCarter Private Wealth Services's PANW Position: Q3 2026 in Review

McCarter Private Wealth Services reduced its Palo Alto Networks (PANW) stake by 1.9% in Q3 2026, selling an estimated $106K and leaving 15,602 shares worth $6.2M. The position accounts for 2.1% of the portfolio, ranked #7.

McCarter Private Wealth Services first reported a position in PANW in Q3 2024 and has held it in 9 quarters since. 951 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

McCarter Private Wealth Services held 15,602 shares of Palo Alto Networks worth $6.2M as of Q3 2026.
McCarter Private Wealth Services sold 299 Palo Alto Networks shares in Q3 2026, an estimated $106K.
Palo Alto Networks made up 2.1% of McCarter Private Wealth Services's portfolio in Q3 2026, its #7 holding.
McCarter Private Wealth Services first reported a position in Palo Alto Networks in Q3 2024 and has held it in 9 quarters since.
951 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.