Northeast Investment Management’s Palo Alto Networks PANW Stock Holding History

Northeast Investment Management’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	$52.8M	Buy	154,929 +3,566	+2%	+$816K	1.95%	15
2026 Q1	$24.3M	Sell	151,363 -5,828	-4%	-$979K	1%	31
2025 Q4	$29M	Buy	157,191 +16,964	+12%	+$3.42M	1.13%	28
2025 Q3	$28.6M	Buy	140,227 +8,786	+7%	+$1.68M	1.15%	29
2025 Q2	$26.9M	Buy	131,441 +31,981	+32%	+$5.94M	1.15%	30
2025 Q1	$17M	Buy	99,460 +42,226	+74%	+$7.81M	0.79%	38
2024 Q4	$10.4M	Buy	57,234 +13,258	+30%	+$2.5M	0.46%	47
2024 Q3	$7.52M	Buy	43,976 +13,448	+44%	+$2.26M	0.34%	57
2024 Q2	$5.17M	Buy	30,528 +13,050	+75%	+$1.95M	0.24%	61
2024 Q1	$2.48M	Buy	+17,478	New	+$2.76M	0.12%	76

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

Northeast Investment Management's PANW Position: Q2 2026 in Review

Northeast Investment Management increased its Palo Alto Networks (PANW) stake by 2.4% in Q2 2026, buying an estimated $816K and bringing the position to 154,929 shares worth $52.8M. The position accounts for 1.95% of the portfolio, ranked #15.

Northeast Investment Management first reported a position in PANW in Q1 2024 and has held it in 10 quarters since. 1,023 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Northeast Investment Management held 154,929 shares of Palo Alto Networks worth $52.8M as of Q2 2026.
Northeast Investment Management bought 3,566 Palo Alto Networks shares in Q2 2026, an estimated $816K.
Palo Alto Networks made up 1.95% of Northeast Investment Management's portfolio in Q2 2026, its #15 holding.
Northeast Investment Management first reported a position in Palo Alto Networks in Q1 2024 and has held it in 10 quarters since.
1,023 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Northeast Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.