Moody Lynn & Lieberson’s Palo Alto Networks PANW Stock Holding History

Moody Lynn & Lieberson’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	$14.1M	Buy	41,381 +6,079	+17%	+$1.39M	0.74%	35
2026 Q1	$5.66M	Buy	35,302 +11,311	+47%	+$1.9M	0.32%	51
2025 Q4	$4.42M	Sell	23,991 -105	-0.4%	-$21.2K	0.23%	58
2025 Q3	$4.91M	Sell	24,096 -15,777	-40%	-$3.02M	0.26%	59
2025 Q2	$8.16M	Sell	39,873 -120	-0.3%	-$22.3K	0.47%	41
2025 Q1	$6.82M	Sell	39,993 -287	-0.7%	-$53.1K	0.44%	45
2024 Q4	$7.33M	Sell	40,280 -456	-1%	-$86.1K	0.45%	45
2024 Q3	$6.96M	Buy	40,736 +174	+0.4%	+$29.3K	0.43%	48
2024 Q2	$6.88M	Sell	40,562 -208	-0.5%	-$31.1K	0.45%	45
2024 Q1	$5.79M	Sell	40,770 -27,540	-40%	-$4.34M	0.39%	49
2023 Q4	$10.1M	Buy	68,310 +2,254	+3%	+$301K	0.77%	36
2023 Q3	$7.74M	Sell	66,056 -4,384	-6%	-$519K	0.66%	41
2023 Q2	$9M	Sell	70,440 -1,360	-2%	-$142K	0.73%	41
2023 Q1	$7.17M	Sell	71,800 -9,116	-11%	-$773K	0.64%	42
2022 Q4	$5.64M	Sell	80,916 -24,506	-23%	-$1.97M	0.52%	44
2022 Q3	$8.63M	Buy	105,422 +14,030	+15%	+$1.21M	0.83%	42
2022 Q2	$7.52M	Sell	91,392 -768	-0.8%	-$68.1K	0.68%	43
2022 Q1	$9.56M	Buy	92,160 +3,678	+4%	+$329K	0.7%	43
2021 Q4	$8.21M	Buy	88,482 +390	+0.4%	+$33.7K	0.55%	49
2021 Q3	$7.03M	Buy	88,092 +15,162	+21%	+$1.07M	0.53%	52
2021 Q2	$4.51M	Buy	72,930 +54,918	+305%	+$3.25M	0.34%	68
2021 Q1	$967K	Buy	18,012 +48	+0.3%	+$2.85K	0.08%	112
2020 Q4	$1.06M	Sell	17,964 -120,834	-87%	-$5.65M	0.09%	108
2020 Q3	$5.66M	Sell	138,798 -420	-0.3%	-$17.5K	0.56%	50
2020 Q2	$5.33M	Buy	139,218 +121,602	+690%	+$4.28M	0.58%	44
2020 Q1	$481	Sell	17,616 -62,160	-78%	-$2.17M	0.07%	107
2019 Q4	$3.08M	Buy	79,776 +57,390	+256%	+$2.17M	0.3%	78
2019 Q3	$760K	Buy	22,386 +78	+0.3%	+$2.76K	0.08%	108
2019 Q2	$758K	Sell	22,308 -138,516	-86%	-$5.18M	0.08%	119
2019 Q1	$6.51M	Buy	160,824 +138,042	+606%	+$5.12M	0.75%	47
2018 Q4	$715K	Sell	22,782 -182,580	-89%	-$5.69M	0.1%	104
2018 Q3	$7.71M	Sell	205,362 -36	-0%	-$1.31K	0.82%	41
2018 Q2	$7.03M	Buy	205,398 +8,208	+4%	+$274K	0.83%	41
2018 Q1	$5.97M	Buy	+197,190	New	+$5.48M	0.72%	42
2017 Q3	–	Sell	-27,570	Closed	-$615K	–	216
2017 Q2	$615K	Buy	+27,570	New	+$557K	0.08%	135
2015 Q4	–	Sell	-168,570	Closed	-$4.83M	–	186
2015 Q3	$4.83M	Buy	+168,570	New	+$4.97M	0.93%	42
2014 Q2	–	Sell	-486,000	Closed	-$5.56M	–	208
2014 Q1	$5.56M	Buy	+486,000	New	+$5.51M	0.8%	53

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

Moody Lynn & Lieberson's PANW Position: Q2 2026 in Review

Moody Lynn & Lieberson increased its Palo Alto Networks (PANW) stake by 17% in Q2 2026, buying an estimated $1.39M and bringing the position to 41,381 shares worth $14.1M. The position accounts for 0.74% of the portfolio, ranked #35.

Moody Lynn & Lieberson first reported a position in PANW in Q1 2014 and has held it in 37 quarters since. 935 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Moody Lynn & Lieberson held 41,381 shares of Palo Alto Networks worth $14.1M as of Q2 2026.
Moody Lynn & Lieberson bought 6,079 Palo Alto Networks shares in Q2 2026, an estimated $1.39M.
Palo Alto Networks made up 0.74% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #35 holding.
Moody Lynn & Lieberson first reported a position in Palo Alto Networks in Q1 2014 and has held it in 37 quarters since.
935 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.