Thurston Springer Miller Herd & Titak’s Palo Alto Networks PANW Stock Holding History

Thurston Springer Miller Herd & Titak’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	$525K	Buy	1,539 +1,077	+233%	+$247K	0.19%	137
2026 Q1	$74.1K	Sell	462 -2,388	-84%	-$401K	0.03%	462
2025 Q4	$525K	Buy	2,850 +2,011	+240%	+$406K	0.18%	132
2025 Q3	$171K	Sell	839 -14,339	-94%	-$2.74M	0.34%	93
2025 Q2	$3.11M	Buy	15,178 +1,685	+12%	+$313K	0.4%	64
2025 Q1	$2.3M	Buy	13,493 +7,067	+110%	+$1.31M	0.39%	70
2024 Q4	$1.17M	Buy	6,426 +2,588	+67%	+$489K	0.24%	110
2024 Q3	$656K	Sell	3,838 -20	-0.5%	-$3.37K	0.18%	137
2024 Q2	$654K	Buy	+3,858	New	+$577K	0.2%	118

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

Thurston Springer Miller Herd & Titak's PANW Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak increased its Palo Alto Networks (PANW) stake by 233% in Q2 2026, buying an estimated $247K and bringing the position to 1,539 shares worth $525K. The position accounts for 0.19% of the portfolio, ranked #137.

Thurston Springer Miller Herd & Titak first reported a position in PANW in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.11M in Q2 2025. 1,118 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Thurston Springer Miller Herd & Titak held 1,539 shares of Palo Alto Networks worth $525K as of Q2 2026.
Thurston Springer Miller Herd & Titak bought 1,077 Palo Alto Networks shares in Q2 2026, an estimated $247K.
Palo Alto Networks made up 0.19% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #137 holding.
Thurston Springer Miller Herd & Titak first reported a position in Palo Alto Networks in Q2 2024 and has held it in 9 quarters since.
Thurston Springer Miller Herd & Titak's Palo Alto Networks position peaked at $3.11M in Q2 2025.
1,118 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.