Tredje AP-fonden’s Palo Alto Networks PANW Stock Holding History

Tredje AP-fonden’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 Q1	$32.1M	Buy	200,438 +24,831	+14%	+$4.17M	0.18%	115
2025 Q4	$32.3M	Sell	175,607 -89,618	-34%	-$18.1M	0.24%	89
2025 Q3	$54M	Sell	265,225 -152,506	-37%	-$29.2M	0.43%	51
2025 Q2	$85.5M	Buy	417,731 +97,324	+30%	+$18.1M	0.68%	37
2025 Q1	$54.7M	Buy	320,407 +132,427	+70%	+$24.5M	0.51%	49
2024 Q4	$34.2M	Buy	187,980 +38,050	+25%	+$7.19M	0.31%	68
2024 Q3	$25.6M	Buy	149,930 +7,260	+5%	+$1.22M	0.23%	84
2024 Q2	$24.2M	Buy	142,670 +1,400	+1%	+$209K	0.23%	85
2024 Q1	$20.1M	Sell	141,270 -90,000	-39%	-$14.2M	0.21%	97
2023 Q4	$34.1M	Sell	231,270 -65,740	-22%	-$8.79M	0.43%	61
2023 Q3	$34.8M	Sell	297,010 -57,452	-16%	-$6.8M	0.51%	50
2023 Q2	$45.3M	Sell	354,462 -31,442	-8%	-$3.27M	0.64%	33
2023 Q1	$38.5M	Buy	385,904 +268,472	+229%	+$22.8M	0.6%	38
2022 Q4	$8.19M	Buy	117,432 +58,332	+99%	+$4.68M	0.14%	120
2022 Q3	$4.84M	Sell	59,100 -39,798	-40%	-$3.45M	0.1%	153
2022 Q2	$8.14M	Buy	98,898 +21,000	+27%	+$1.86M	0.2%	107
2022 Q1	$8.08M	Buy	77,898 +22,800	+41%	+$2.04M	0.16%	118
2021 Q4	$5.11M	Buy	55,098 +7,098	+15%	+$614K	0.1%	172
2021 Q3	$3.83M	Buy	+48,000	New	+$3.37M	0.08%	174

Other funds holding PANW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tredje AP-fonden's PANW Position: Q1 2026 in Review

Tredje AP-fonden increased its Palo Alto Networks (PANW) stake by 14% in Q1 2026, buying an estimated $4.17M and bringing the position to 200,438 shares worth $32.1M. The position accounts for 0.18% of the portfolio, ranked #115.

Tredje AP-fonden first reported a position in PANW in Q3 2021 and has held it in 19 quarters since. The position peaked at $85.5M in Q2 2025. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Tredje AP-fonden held 200,438 shares of Palo Alto Networks worth $32.1M as of Q1 2026.
Tredje AP-fonden bought 24,831 Palo Alto Networks shares in Q1 2026, an estimated $4.17M.
Palo Alto Networks made up 0.18% of Tredje AP-fonden's portfolio in Q1 2026, its #115 holding.
Tredje AP-fonden first reported a position in Palo Alto Networks in Q3 2021 and has held it in 19 quarters since.
Tredje AP-fonden's Palo Alto Networks position peaked at $85.5M in Q2 2025.
2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Tredje AP-fonden's 13F filing for Q1 2026, filed 12 May 2026.