Mogy Joel R Investment Counsel’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 | $105M | Sell |
308,019
-767
| -0.2% | -$176K | 6.02% | 6 |
|
|
2026
Q1 | $49.5M | Sell |
308,786
-1,893
| -0.6% | -$318K | 3.1% | 11 |
|
|
2025
Q4 | $57.2M | Buy |
310,679
+818
| +0.3% | +$165K | 3.1% | 12 |
|
|
2025
Q3 | $63.1M | Buy |
309,861
+568
| +0.2% | +$109K | 3.46% | 11 |
|
|
2025
Q2 | $63.3M | Buy |
309,293
+58
| +0% | +$10.8K | 3.65% | 9 |
|
|
2025
Q1 | $52.8M | Buy |
309,235
+4,605
| +2% | +$852K | 3.4% | 11 |
|
|
2024
Q4 | $55.4M | Buy |
304,630
+944
| +0.3% | +$178K | 3.29% | 12 |
|
|
2024
Q3 | $51.9M | Buy |
303,686
+3,954
| +1% | +$666K | 3.18% | 10 |
|
|
2024
Q2 | $50.8M | Buy |
299,732
+6,224
| +2% | +$931K | 3.22% | 9 |
|
|
2024
Q1 | $41.7M | Buy |
293,508
+2,948
| +1% | +$465K | 2.83% | 13 |
|
|
2023
Q4 | $42.8M | Sell |
290,560
-2,650
| -0.9% | -$354K | 3.24% | 11 |
|
|
2023
Q3 | $34.4M | Buy |
293,210
+2,900
| +1% | +$343K | 2.89% | 12 |
|
|
2023
Q2 | $37.1M | Buy |
290,310
+6,546
| +2% | +$681K | 2.95% | 11 |
|
|
2023
Q1 | $28.3M | Buy |
283,764
+3,206
| +1% | +$272K | 2.51% | 15 |
|
|
2022
Q4 | $19.6M | Buy |
280,558
+4,386
| +2% | +$352K | 1.96% | 19 |
|
|
2022
Q3 | $22.6M | Buy |
276,172
+2,854
| +1% | +$247K | 2.37% | 16 |
|
|
2022
Q2 | $22.5M | Buy |
273,318
+3,390
| +1% | +$301K | 2.22% | 17 |
|
|
2022
Q1 | $28M | Buy |
269,928
+2,340
| +0.9% | +$209K | 2.22% | 17 |
|
|
2021
Q4 | $24.8M | Buy |
267,588
+4,140
| +2% | +$358K | 1.78% | 20 |
|
|
2021
Q3 | $21M | Buy |
263,448
+12,882
| +5% | +$905K | 1.72% | 21 |
|
|
2021
Q2 | $15.5M | Buy |
250,566
+36,954
| +17% | +$2.19M | 1.31% | 26 |
|
|
2021
Q1 | $11.5M | Buy |
213,612
+20,580
| +11% | +$1.22M | 1.1% | 29 |
|
|
2020
Q4 | $11.4M | Buy |
193,032
+2,640
| +1% | +$123K | 1.13% | 28 |
|
|
2020
Q3 | $7.77M | Sell |
190,392
-2,172
| -1% | -$90.4K | 0.84% | 30 |
|
|
2020
Q2 | $7.37M | Sell |
192,564
-3,300
| -2% | -$116K | 0.88% | 30 |
|
|
2020
Q1 | $5.35M | Buy |
195,864
+60
| +0% | +$2.09K | 0.76% | 32 |
|
|
2019
Q4 | $7.55M | Buy |
195,804
+3,084
| +2% | +$117K | 0.9% | 31 |
|
|
2019
Q3 | $6.55M | Sell |
192,720
-330
| -0.2% | -$11.7K | 0.83% | 33 |
|
|
2019
Q2 | $6.56M | Buy |
193,050
+7,968
| +4% | +$298K | 0.85% | 31 |
|
|
2019
Q1 | $7.49M | Buy |
185,082
+8,346
| +5% | +$310K | 1.01% | 31 |
|
|
2018
Q4 | $5.55M | Buy |
176,736
+7,134
| +4% | +$222K | 0.86% | 33 |
|
|
2018
Q3 | $6.37M | Buy |
169,602
+11,622
| +7% | +$423K | 0.86% | 32 |
|
|
2018
Q2 | $5.41M | Buy |
157,980
+6,102
| +4% | +$203K | 0.8% | 35 |
|
|
2018
Q1 | $4.59M | Sell |
151,878
-10,200
| -6% | -$283K | 0.71% | 38 |
|
|
2017
Q4 | $3.92M | Sell |
162,078
-7,530
| -4% | -$183K | 0.61% | 39 |
|
|
2017
Q3 | $4.07M | Buy |
169,608
+600
| +0.4% | +$13.7K | 0.68% | 39 |
|
|
2017
Q2 | $3.77M | Hold |
169,008
| – | – | 0.65% | 40 |
|
|
2017
Q1 | $3.17M | Buy |
169,008
+26,520
| +19% | +$593K | 0.55% | 48 |
|
|
2016
Q4 | $2.97M | Sell |
142,488
-12,372
| -8% | -$296K | 0.54% | 50 |
|
|
2016
Q3 | $4.11M | Buy |
154,860
+9,570
| +7% | +$218K | 0.75% | 41 |
|
|
2016
Q2 | $2.97M | Buy |
145,290
+17,400
| +14% | +$403K | 0.55% | 46 |
|
|
2016
Q1 | $3.48M | Buy |
127,890
+117,192
| +1,095% | +$2.88M | 0.65% | 44 |
|
|
2015
Q4 | $3.14K | Sell |
10,698
-53,982
| -83% | -$1.56M | 0.59% | 45 |
|
|
2015
Q3 | $1.85M | Buy |
64,680
+30,930
| +92% | +$913K | 0.37% | 58 |
|
|
2015
Q2 | $983K | Buy |
33,750
+25,080
| +289% | +$670K | 0.19% | 79 |
|
|
2015
Q1 | $211K | Buy |
+8,670
| New | +$194K | 0.04% | 136 |
|
Other funds holding PANW
Mogy Joel R Investment Counsel's PANW Position: Q2 2026 in Review
Mogy Joel R Investment Counsel reduced its Palo Alto Networks (PANW) stake by 0.25% in Q2 2026, selling an estimated $176K and leaving 308,019 shares worth $105M. The position accounts for 6.02% of the portfolio, ranked #6.
Mogy Joel R Investment Counsel first reported a position in PANW in Q1 2015 and has held it in 46 quarters since. 1,862 funds tracked by Wall St. Rank hold PANW as of Q2 2026.
- Mogy Joel R Investment Counsel held 308,019 shares of Palo Alto Networks worth $105M as of Q2 2026.
- Mogy Joel R Investment Counsel sold 767 Palo Alto Networks shares in Q2 2026, an estimated $176K.
- Palo Alto Networks made up 6.02% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #6 holding.
- Mogy Joel R Investment Counsel first reported a position in Palo Alto Networks in Q1 2015 and has held it in 46 quarters since.
- 1,862 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.
Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.