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Waddell & Associates’s Palo Alto Networks PANW Stock Holding History

Waddell & Associates’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 		$488K Sell
1,431
-242
-14% -$55.4K 0.02% 275
2026
Q1 		$268K Sell
1,673
-2,087
-56% -$351K 0.02% 359
2025
Q4 		$693K Buy
3,760
+977
+35% +$197K 0.05% 121
2025
Q3 		$567K Buy
2,783
+1,183
+74% +$226K 0.05% 127
2025
Q2 		$327K Buy
+1,600
New +$297K 0.04% 155

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

Waddell & Associates's PANW Position: Q2 2026 in Review

Waddell & Associates reduced its Palo Alto Networks (PANW) stake by 14% in Q2 2026, selling an estimated $55.4K and leaving 1,431 shares worth $488K. The position accounts for 0.02% of the portfolio, ranked #275.

Waddell & Associates first reported a position in PANW in Q2 2025 and has held it in 5 quarters since. The position peaked at $693K in Q4 2025. 1,118 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Waddell & Associates held 1,431 shares of Palo Alto Networks worth $488K as of Q2 2026.
  • Waddell & Associates sold 242 Palo Alto Networks shares in Q2 2026, an estimated $55.4K.
  • Palo Alto Networks made up 0.02% of Waddell & Associates's portfolio in Q2 2026, its #275 holding.
  • Waddell & Associates first reported a position in Palo Alto Networks in Q2 2025 and has held it in 5 quarters since.
  • Waddell & Associates's Palo Alto Networks position peaked at $693K in Q4 2025.
  • 1,118 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.