Sageworth Trust’s Palo Alto Networks PANW Stock Holding History

Sageworth Trust’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	$555K	Sell	1,627 -276	-15%	-$63.2K	0.02%	87
2026 Q1	$305K	Buy	+1,903	New	+$320K	0.01%	138
2025 Q4	–	Sell	-1,714	Closed	-$349K	–	231
2025 Q3	$349K	Buy	+1,714	New	+$328K	0.02%	200
2023 Q1	–	Sell	-1,720	Closed	-$120K	–	558
2022 Q4	$120K	Sell	1,720 -500	-23%	-$40.1K	0.01%	89
2022 Q3	$182K	Sell	2,220 -1,350	-38%	-$117K	0.02%	72
2022 Q2	$294K	Buy	+3,570	New	+$317K	0.03%	61

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

Sageworth Trust's PANW Position: Q2 2026 in Review

Sageworth Trust reduced its Palo Alto Networks (PANW) stake by 15% in Q2 2026, selling an estimated $63.2K and leaving 1,627 shares worth $555K. The position accounts for 0.02% of the portfolio, ranked #87.

Sageworth Trust first reported a position in PANW in Q2 2022 and has held it in 6 quarters since. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Sageworth Trust held 1,627 shares of Palo Alto Networks worth $555K as of Q2 2026.
Sageworth Trust sold 276 Palo Alto Networks shares in Q2 2026, an estimated $63.2K.
Palo Alto Networks made up 0.02% of Sageworth Trust's portfolio in Q2 2026, its #87 holding.
Sageworth Trust first reported a position in Palo Alto Networks in Q2 2022 and has held it in 6 quarters since.
2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Sageworth Trust's 13F filing for Q2 2026, filed 28 Jul 2026.