Nicholas Company’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 | $90.8M | Sell |
266,270
-78,110
| -23% | -$17.9M | 1.66% | 8 |
|
|
2026
Q1 | $55.2M | Buy |
344,380
+120,730
| +54% | +$20.3M | 1.08% | 33 |
|
|
2025
Q4 | $41.2M | Hold |
223,650
| – | – | 0.72% | 51 |
|
|
2025
Q3 | $45.5M | Sell |
223,650
-43,467
| -16% | -$8.32M | 0.77% | 49 |
|
|
2025
Q2 | $54.7M | Sell |
267,117
-17,735
| -6% | -$3.29M | 0.92% | 44 |
|
|
2025
Q1 | $48.6M | Sell |
284,852
-42,032
| -13% | -$7.77M | 0.84% | 46 |
|
|
2024
Q4 | $59.5M | Sell |
326,884
-53,720
| -14% | -$10.1M | 0.96% | 36 |
|
|
2024
Q3 | $65M | Sell |
380,604
-2,860
| -0.7% | -$481K | 1.06% | 34 |
|
|
2024
Q2 | $65M | Sell |
383,464
-100
| -0% | -$15K | 1.08% | 32 |
|
|
2024
Q1 | $54.5M | Sell |
383,564
-91,806
| -19% | -$14.5M | 0.9% | 45 |
|
|
2023
Q4 | $70.1M | Sell |
475,370
-55,400
| -10% | -$7.41M | 1.24% | 15 |
|
|
2023
Q3 | $62.2M | Sell |
530,770
-28,720
| -5% | -$3.4M | 1.25% | 17 |
|
|
2023
Q2 | $71.5M | Sell |
559,490
-180,840
| -24% | -$18.8M | 1.37% | 13 |
|
|
2023
Q1 | $73.9M | Sell |
740,330
-16,560
| -2% | -$1.4M | 1.5% | 8 |
|
|
2022
Q4 | $52.8M | Sell |
756,890
-130
| -0% | -$10.4K | 1.13% | 21 |
|
|
2022
Q3 | $62M | Sell |
757,020
-93,690
| -11% | -$8.11M | 1.42% | 11 |
|
|
2022
Q2 | $70M | Sell |
850,710
-74,250
| -8% | -$6.58M | 1.53% | 10 |
|
|
2022
Q1 | $96M | Sell |
924,960
-54,090
| -6% | -$4.84M | 1.71% | 5 |
|
|
2021
Q4 | $90.8M | Sell |
979,050
-60
| -0% | -$5.19K | 1.48% | 9 |
|
|
2021
Q3 | $78.2M | Sell |
979,110
-930
| -0.1% | -$65.3K | 1.38% | 10 |
|
|
2021
Q2 | $60.6M | Buy |
980,040
+697,740
| +247% | +$41.3M | 1.06% | 26 |
|
|
2021
Q1 | $15.2M | Sell |
282,300
-65,400
| -19% | -$3.89M | 0.28% | 103 |
|
|
2020
Q4 | $20.6M | Sell |
347,700
-10,320
| -3% | -$482K | 0.39% | 78 |
|
|
2020
Q3 | $14.6M | Sell |
358,020
-2,040
| -0.6% | -$84.9K | 0.31% | 94 |
|
|
2020
Q2 | $13.8M | Sell |
360,060
-3,390
| -0.9% | -$119K | 0.32% | 90 |
|
|
2020
Q1 | $9.93M | Sell |
363,450
-873,240
| -71% | -$30.5M | 0.28% | 95 |
|
|
2019
Q4 | $47.7M | Sell |
1,236,690
-330
| -0% | -$12.5K | 1% | 31 |
|
|
2019
Q3 | $42M | Buy |
1,237,020
+273,810
| +28% | +$9.69M | 0.95% | 31 |
|
|
2019
Q2 | $32.7M | Buy |
963,210
+603,840
| +168% | +$22.6M | 0.73% | 50 |
|
|
2019
Q1 | $14.5M | Sell |
359,370
-67,860
| -16% | -$2.52M | 0.34% | 79 |
|
|
2018
Q4 | $13.4M | Buy |
427,230
+44,400
| +12% | +$1.38M | 0.35% | 81 |
|
|
2018
Q3 | $14.4M | Sell |
382,830
-73,680
| -16% | -$2.68M | 0.31% | 87 |
|
|
2018
Q2 | $15.6M | Sell |
456,510
-1,800
| -0.4% | -$60K | 0.37% | 74 |
|
|
2018
Q1 | $13.9M | Buy |
458,310
+65,310
| +17% | +$1.81M | 0.32% | 84 |
|
|
2017
Q4 | $9.49M | Buy |
393,000
+90,690
| +30% | +$2.21M | 0.21% | 111 |
|
|
2017
Q3 | $7.26M | Buy |
302,310
+91,260
| +43% | +$2.08M | 0.16% | 130 |
|
|
2017
Q2 | $4.71M | Buy |
+211,050
| New | +$4.26M | 0.1% | 171 |
|
|
2015
Q1 | – | Sell |
-106,320
| Closed | -$2.17M | – | 229 |
|
|
2014
Q4 | $2.17M | Sell |
106,320
-45,210
| -30% | -$833K | 0.04% | 205 |
|
|
2014
Q3 | $2.48M | Hold |
151,530
| – | – | 0.06% | 205 |
|
|
2014
Q2 | $2.12M | Buy |
151,530
+90
| +0.1% | +$1.05K | 0.05% | 214 |
|
|
2014
Q1 | $1.73M | Buy |
151,440
+600
| +0.4% | +$6.81K | 0.04% | 220 |
|
|
2013
Q4 | $1.44M | Hold |
150,840
| – | – | 0.04% | 228 |
|
|
2013
Q3 | $1.15M | Buy |
150,840
+30,090
| +25% | +$237K | 0.03% | 227 |
|
|
2013
Q2 | $848K | Buy |
+120,750
| New | +$1.01M | 0.03% | 231 |
|
Other funds holding PANW
Nicholas Company's PANW Position: Q2 2026 in Review
Nicholas Company reduced its Palo Alto Networks (PANW) stake by 23% in Q2 2026, selling an estimated $17.9M and leaving 266,270 shares worth $90.8M. The position accounts for 1.66% of the portfolio, ranked #8.
Nicholas Company first reported a position in PANW in Q2 2013 and has held it in 44 quarters since. The position peaked at $96M in Q1 2022. 2,888 funds tracked by Wall St. Rank hold PANW as of Q2 2026.
- Nicholas Company held 266,270 shares of Palo Alto Networks worth $90.8M as of Q2 2026.
- Nicholas Company sold 78,110 Palo Alto Networks shares in Q2 2026, an estimated $17.9M.
- Palo Alto Networks made up 1.66% of Nicholas Company's portfolio in Q2 2026, its #8 holding.
- Nicholas Company first reported a position in Palo Alto Networks in Q2 2013 and has held it in 44 quarters since.
- Nicholas Company's Palo Alto Networks position peaked at $96M in Q1 2022.
- 2,888 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.
Based on Nicholas Company's 13F filing for Q2 2026, filed 5 Aug 2026.