Tradewinds Capital Management’s Palo Alto Networks PANW Stock Holding History

Tradewinds Capital 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	$399K	Sell	1,169 -24	-2%	-$5.49K	0.07%	82
2026 Q1	$191K	Buy	1,193 +8	+0.7%	+$1.34K	0.04%	102
2025 Q4	$218K	Hold	1,185	–	–	0.05%	97
2025 Q3	$241K	Buy	1,185 +25	+2%	+$4.79K	0.05%	93
2025 Q2	$237K	Hold	1,160	–	–	0.06%	91
2025 Q1	$198K	Hold	1,160	–	–	0.05%	95
2024 Q4	$211K	Hold	1,160	–	–	0.06%	105
2024 Q3	$198K	Buy	1,160 +24	+2%	+$4.04K	0.05%	89
2024 Q2	$193K	Buy	1,136 +36	+3%	+$5.38K	0.06%	79
2024 Q1	$156K	Hold	1,100	–	–	0.04%	86
2023 Q4	$162K	Sell	1,100 -400	-27%	-$53.5K	0.06%	58
2023 Q3	$176K	Sell	1,500 -40	-3%	-$4.73K	0.06%	50
2023 Q2	$197K	Buy	1,540 +40	+3%	+$4.16K	0.06%	55
2023 Q1	$150K	Hold	1,500	–	–	0.05%	56
2022 Q4	$105K	Hold	1,500	–	–	0.05%	61
2022 Q3	$123K	Hold	1,500	–	–	0.05%	56
2022 Q2	$123K	Sell	1,500 -12,360	-89%	-$1.1M	0.05%	54
2022 Q1	$1.44M	Hold	13,860	–	–	0.23%	40
2021 Q4	$1.29M	Hold	13,860	–	–	0.2%	46
2021 Q3	$1.11M	Hold	13,860	–	–	0.19%	47
2021 Q2	$857K	Hold	13,860	–	–	0.16%	52
2021 Q1	$744K	Hold	13,860	–	–	0.15%	53
2020 Q4	$821K	Hold	13,860	–	–	0.18%	46
2020 Q3	$565K	Hold	13,860	–	–	0.14%	54
2020 Q2	$531K	Hold	13,860	–	–	0.14%	52
2020 Q1	$379K	Hold	13,860	–	–	0.12%	57
2019 Q4	$534K	Hold	13,860	–	–	0.17%	54
2019 Q3	$471K	Hold	13,860	–	–	0.19%	47
2019 Q2	$471K	Sell	13,860 -120	-0.9%	-$4.49K	0.19%	46
2019 Q1	$566K	Hold	13,980	–	–	0.21%	55
2018 Q4	$439K	Hold	13,980	–	–	0.22%	56
2018 Q3	$525K	Hold	13,980	–	–	0.2%	56
2018 Q2	$479K	Buy	13,980 +1,500	+12%	+$50K	0.2%	57
2018 Q1	$378K	Hold	12,480	–	–	0.17%	65
2017 Q4	$301K	Hold	12,480	–	–	0.15%	79
2017 Q3	$300K	Hold	12,480	–	–	0.15%	77
2017 Q2	$278K	Hold	12,480	–	–	0.15%	80
2017 Q1	$234K	Hold	12,480	–	–	0.15%	87
2016 Q4	$260K	Hold	12,480	–	–	0.17%	79
2016 Q3	$331K	Hold	12,480	–	–	0.23%	68
2016 Q2	$255K	Hold	12,480	–	–	0.18%	83
2016 Q1	$339K	Buy	12,480 +60	+0.5%	+$1.48K	0.23%	80
2015 Q4	$365K	Buy	12,420 +60	+0.5%	+$1.73K	0.26%	72
2015 Q3	$354K	Hold	12,360	–	–	0.28%	72
2015 Q2	$360K	Hold	12,360	–	–	0.25%	69
2015 Q1	$301K	Hold	12,360	–	–	0.22%	78
2014 Q4	$252K	Hold	12,360	–	–	0.18%	94
2014 Q3	$202K	Hold	12,360	–	–	0.15%	106
2014 Q2	$173K	Hold	12,360	–	–	0.13%	115
2014 Q1	$141K	Hold	12,360	–	–	0.12%	128
2013 Q4	$118K	Buy	+12,360	New	+$98K	0.1%	143

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Tradewinds Capital Management's PANW Position: Q2 2026 in Review

Tradewinds Capital Management reduced its Palo Alto Networks (PANW) stake by 2% in Q2 2026, selling an estimated $5.49K and leaving 1,169 shares worth $399K. The position accounts for 0.07% of the portfolio, ranked #82.

Tradewinds Capital Management first reported a position in PANW in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.44M in Q1 2022. 1,223 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Tradewinds Capital Management held 1,169 shares of Palo Alto Networks worth $399K as of Q2 2026.
Tradewinds Capital Management sold 24 Palo Alto Networks shares in Q2 2026, an estimated $5.49K.
Palo Alto Networks made up 0.07% of Tradewinds Capital Management's portfolio in Q2 2026, its #82 holding.
Tradewinds Capital Management first reported a position in Palo Alto Networks in Q4 2013 and has held it in 51 quarters since.
Tradewinds Capital Management's Palo Alto Networks position peaked at $1.44M in Q1 2022.
1,223 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.