S&CO Inc’s Palo Alto Networks PANW Stock Holding History

S&CO 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	$31.3M	Buy	91,852 +4,927	+6%	+$1.13M	1.81%	15
2026 Q1	$13.9M	Buy	86,925 +3,579	+4%	+$601K	0.86%	28
2025 Q4	$15.4M	Buy	83,346 +92	+0.1%	+$18.6K	0.95%	27
2025 Q3	$17M	Buy	83,254 +16,950	+26%	+$3.24M	1.04%	23
2025 Q2	$13.6M	Hold	66,304	–	–	0.87%	30
2025 Q1	$11.3M	Hold	66,304	–	–	0.76%	33
2024 Q4	$12.1M	Hold	66,304	–	–	0.82%	32
2024 Q3	$11.3M	Hold	66,304	–	–	0.74%	33
2024 Q2	$11.2M	Buy	66,304 +6,000	+10%	+$897K	0.78%	33
2024 Q1	$8.57M	Buy	60,304 +2,890	+5%	+$456K	0.6%	40
2023 Q4	$8.46M	Hold	57,414	–	–	0.65%	37
2023 Q3	$6.73M	Hold	57,414	–	–	0.55%	46
2023 Q2	$7.33M	Hold	57,414	–	–	0.59%	38
2023 Q1	$5.73M	Hold	57,414	–	–	0.49%	45
2022 Q4	$4M	Hold	57,414	–	–	0.35%	57
2022 Q3	$4.7M	Hold	57,414	–	–	0.42%	49
2022 Q2	$4.73M	Hold	57,414	–	–	0.4%	50
2022 Q1	$5.96M	Buy	57,414 +2,400	+4%	+$215K	0.42%	51
2021 Q4	$5.1M	Buy	55,014 +12,000	+28%	+$1.04M	0.36%	54
2021 Q3	$3.43M	Hold	43,014	–	–	0.27%	71
2021 Q2	$2.66M	Hold	43,014	–	–	0.21%	86
2021 Q1	$2.31M	Hold	43,014	–	–	0.19%	89
2020 Q4	$2.55M	Hold	43,014	–	–	0.23%	79
2020 Q3	$1.75M	Hold	43,014	–	–	0.18%	90
2020 Q2	$1.65M	Sell	43,014 -2,100	-5%	-$74K	0.18%	89
2020 Q1	$1.23M	Hold	45,114	–	–	0.16%	88
2019 Q4	$1.74M	Buy	45,114 +5,610	+14%	+$212K	0.18%	86
2019 Q3	$1.34M	Hold	39,504	–	–	0.15%	91
2019 Q2	$1.34M	Hold	39,504	–	–	0.15%	92
2019 Q1	$1.6M	Hold	39,504	–	–	0.18%	87
2018 Q4	$1.24M	Hold	39,504	–	–	0.16%	91
2018 Q3	$1.48M	Hold	39,504	–	–	0.17%	88
2018 Q2	$1.35M	Hold	39,504	–	–	0.16%	91
2018 Q1	$1.2M	Hold	39,504	–	–	0.15%	93
2017 Q4	$954K	Hold	39,504	–	–	0.12%	102
2017 Q3	$949K	Hold	39,504	–	–	0.12%	101
2017 Q2	$881K	Hold	39,504	–	–	0.12%	100
2017 Q1	$742K	Hold	39,504	–	–	0.1%	105
2016 Q4	$823K	Hold	39,504	–	–	0.12%	98
2016 Q3	$1.05M	Hold	39,504	–	–	0.16%	94
2016 Q2	$807K	Hold	39,504	–	–	0.12%	100
2016 Q1	$1.07M	Hold	39,504	–	–	0.17%	84
2015 Q4	$1.16M	Hold	39,504	–	–	0.19%	81
2015 Q3	$1.13M	Hold	39,504	–	–	0.2%	79
2015 Q2	$1.15M	Sell	39,504 -7,248	-16%	-$193K	0.17%	85
2015 Q1	$1.14M	Sell	46,752 -5,364	-10%	-$120K	0.16%	83
2014 Q4	$1.06M	Sell	52,116 -1,230	-2%	-$22.7K	0.15%	83
2014 Q3	$872K	Sell	53,346 -4,008	-7%	-$57.5K	0.13%	89
2014 Q2	$802K	Sell	57,354 -119,862	-68%	-$1.4M	0.11%	87
2014 Q1	$2.03M	Buy	177,216 +59,196	+50%	+$672K	0.3%	61
2013 Q4	$1.13M	Buy	118,020 +25,584	+28%	+$203K	0.19%	71
2013 Q3	$706K	Sell	92,436 -259,200	-74%	-$2.04M	0.12%	84
2013 Q2	$2.47M	Buy	+351,636	New	+$2.93M	0.38%	47

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

S&CO Inc's PANW Position: Q2 2026 in Review

S&CO Inc increased its Palo Alto Networks (PANW) stake by 5.7% in Q2 2026, buying an estimated $1.13M and bringing the position to 91,852 shares worth $31.3M. The position accounts for 1.81% of the portfolio, ranked #15.

S&CO Inc first reported a position in PANW in Q2 2013 and has held it in 53 quarters since. 2,890 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

S&CO Inc held 91,852 shares of Palo Alto Networks worth $31.3M as of Q2 2026.
S&CO Inc bought 4,927 Palo Alto Networks shares in Q2 2026, an estimated $1.13M.
Palo Alto Networks made up 1.81% of S&CO Inc's portfolio in Q2 2026, its #15 holding.
S&CO Inc first reported a position in Palo Alto Networks in Q2 2013 and has held it in 53 quarters since.
2,890 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on S&CO Inc's 13F filing for Q2 2026, filed 6 Aug 2026.