Newman Dignan & Sheerar Inc’s Palo Alto Networks PANW Stock Holding History

Newman Dignan & Sheerar Inc’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	$4.71M	Sell	13,826 -15	-0.1%	-$3.43K	0.9%	29
2026 Q1	$2.22M	Sell	13,841 -114	-0.8%	-$19.2K	0.47%	51
2025 Q4	$2.57M	Buy	13,955 +160	+1%	+$32.3K	0.54%	45
2025 Q3	$2.81M	Sell	13,795 -260	-2%	-$49.8K	0.61%	40
2025 Q2	$2.88M	Sell	14,055 -180	-1%	-$33.4K	0.66%	40
2025 Q1	$2.43M	Buy	14,235 +125	+0.9%	+$23.1K	0.66%	43
2024 Q4	$2.57M	Sell	14,110 -330	-2%	-$62.3K	0.66%	42
2024 Q3	$2.62M	Buy	14,440 +330	+2%	+$55.5K	0.63%	43
2024 Q2	$2.39M	Sell	14,110 -8	-0.1%	-$1.2K	0.62%	46
2024 Q1	$2.01M	Buy	14,118 +76	+0.5%	+$12K	0.54%	51
2023 Q4	$2.07M	Buy	14,042 +378	+3%	+$50.5K	0.63%	45
2023 Q3	$1.6M	Sell	13,664 -368	-3%	-$43.5K	0.53%	49
2023 Q2	$1.79M	Hold	14,032	–	–	0.55%	50
2023 Q1	$1.4M	Hold	14,032	–	–	0.45%	63
2022 Q4	$979K	Buy	14,032 +454	+3%	+$36.5K	0.32%	80
2022 Q3	$1.11K	Hold	13,578	–	–	0.17%	71
2022 Q2	$1.12M	Buy	13,578 +246	+2%	+$21.8K	0.38%	74
2022 Q1	$1.38K	Sell	13,332 -1,470	-10%	-$132K	0.27%	63
2021 Q4	$1.37M	Hold	14,802	–	–	0.42%	62
2021 Q3	$1.18M	Hold	14,802	–	–	0.34%	72
2021 Q2	$915K	Hold	14,802	–	–	0.31%	77
2021 Q1	$795K	Hold	14,802	–	–	0.29%	80
2020 Q4	$877	Hold	14,802	–	–	0.14%	74
2020 Q3	$604K	Buy	14,802 +300	+2%	+$12.5K	0.25%	87
2020 Q2	$609K	Buy	14,502 +240	+2%	+$8.46K	0.26%	80
2020 Q1	$443K	Sell	14,262 -828	-5%	-$28.9K	0.23%	86
2019 Q4	$582	Sell	15,090 -12	-0.1%	-$454	0.06%	90
2019 Q3	$513K	Hold	15,102	–	–	0.24%	92
2019 Q2	$513	Sell	15,102 -300	-2%	-$11.2K	0.01%	95
2019 Q1	$623K	Buy	15,402 +660	+4%	+$24.5K	0.25%	80
2018 Q4	$463	Buy	14,742 +5,292	+56%	+$165K	0.04%	96
2018 Q3	$340K	Sell	9,450 -300	-3%	-$10.9K	0.15%	120
2018 Q2	$334	Hold	9,750	–	–	0.02%	120
2018 Q1	$304K	Sell	9,750 -900	-8%	-$25K	0.15%	127
2017 Q4	$257K	Buy	10,650 +600	+6%	+$14.6K	0.13%	151
2017 Q3	$241K	Buy	+10,050	New	+$229K	0.13%	143
2016 Q4	–	Sell	-10,650	Closed	-$283K	–	148
2016 Q3	$283K	Sell	10,650 -1,350	-11%	-$30.8K	0.18%	123
2016 Q2	$245K	Buy	12,000 +150	+1%	+$3.47K	0.15%	136
2016 Q1	$322K	Sell	11,850 -1,038	-8%	-$25.5K	0.23%	101
2015 Q4	$378K	Sell	12,888 -162	-1%	-$4.67K	0.27%	97
2015 Q3	$374K	Sell	13,050 -2,700	-17%	-$79.7K	0.24%	89
2015 Q2	$459K	Sell	15,750 -300	-2%	-$8.01K	0.33%	83
2015 Q1	$391K	Sell	16,050 -3,450	-18%	-$77.2K	0.28%	94
2014 Q4	$398	Sell	19,500 -600	-3%	-$11.1K	0.24%	92
2014 Q3	$329K	Sell	20,100 -3,300	-14%	-$47.4K	0.25%	102
2014 Q2	$327	Sell	23,400 -300	-1%	-$3.5K	0.19%	109
2014 Q1	$271K	Sell	23,700 -9,600	-29%	-$109K	0.19%	121
2013 Q4	$319	Sell	33,300 -7,140	-18%	-$56.6K	0.02%	115
2013 Q3	$309K	Buy	40,440 +2,700	+7%	+$21.3K	0.24%	111
2013 Q2	$265	Buy	+37,740	New	+$314K	0.02%	113

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

MJRIC

Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

Newman Dignan & Sheerar Inc's PANW Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc reduced its Palo Alto Networks (PANW) stake by 0.11% in Q2 2026, selling an estimated $3.43K and leaving 13,826 shares worth $4.71M. The position accounts for 0.9% of the portfolio, ranked #29.

Newman Dignan & Sheerar Inc first reported a position in PANW in Q2 2013 and has held it in 50 quarters since. 724 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Newman Dignan & Sheerar Inc held 13,826 shares of Palo Alto Networks worth $4.71M as of Q2 2026.
Newman Dignan & Sheerar Inc sold 15 Palo Alto Networks shares in Q2 2026, an estimated $3.43K.
Palo Alto Networks made up 0.9% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #29 holding.
Newman Dignan & Sheerar Inc first reported a position in Palo Alto Networks in Q2 2013 and has held it in 50 quarters since.
724 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.