WPW
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Waldron Private Wealth’s Palo Alto Networks PANW Stock Holding History

Waldron Private Wealth’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 		$12.4M Buy
36,313
+101
+0.3% +$23.1K 0.43% 37
2026
Q1 		$5.81M Sell
36,212
-29
-0.1% -$4.87K 0.23% 50
2025
Q4 		$6.68M Buy
36,241
+1,842
+5% +$372K 0.26% 47
2025
Q3 		$7M Buy
34,399
+300
+0.9% +$57.4K 0.28% 47
2025
Q2 		$6.98M Sell
34,099
-589
-2% -$109K 0.3% 43
2025
Q1 		$5.92M Sell
34,688
-1,534
-4% -$284K 0.28% 45
2024
Q4 		$6.59M Buy
36,222
+102
+0.3% +$19.3K 0.27% 54
2024
Q3 		$6.17M Buy
36,120
+546
+2% +$91.9K 0.26% 55
2024
Q2 		$6.03M Buy
35,574
+92
+0.3% +$13.8K 0.27% 52
2024
Q1 		$5.04M Buy
35,482
+96
+0.3% +$15.1K 0.23% 57
2023
Q4 		$5.22M Buy
35,386
+264
+0.8% +$35.3K 0.25% 52
2023
Q3 		$4.12M Buy
35,122
+158
+0.5% +$18.7K 0.21% 60
2023
Q2 		$4.47M Sell
34,964
-30
-0.1% -$3.12K 0.22% 56
2023
Q1 		$3.49M Buy
34,994
+126
+0.4% +$10.7K 0.17% 76
2022
Q4 		$2.85M Hold
34,868
– – 0.18% 82
2022
Q3 		$2.85M Buy
34,868
+104
+0.3% +$9.01K 0.18% 82
2022
Q2 		$2.86M Buy
34,764
+360
+1% +$31.9K 0.16% 88
2022
Q1 		$3.57M Buy
34,404
+228
+0.7% +$20.4K 0.18% 78
2021
Q4 		$3.17M Sell
34,176
-1,158
-3% -$100K 0.16% 89
2021
Q3 		$2.82M Sell
35,334
-426
-1% -$29.9K 0.16% 83
2021
Q2 		$2.21M Sell
35,760
-48
-0.1% -$2.84K 0.14% 88
2021
Q1 		$1.92M Sell
35,808
-432
-1% -$25.7K 0.13% 90
2020
Q4 		$2.15M Buy
36,240
+48
+0.1% +$2.24K 0.16% 76
2020
Q3 		$1.48M Hold
36,192
– – 0.13% 98
2020
Q2 		$1.39M Buy
36,192
+12
+0% +$423 0.12% 94
2020
Q1 		$988K Sell
36,180
-108
-0.3% -$3.77K 0.11% 106
2019
Q4 		$1.4M Buy
36,288
+1,770
+5% +$66.9K 0.12% 92
2019
Q3 		$1.17M Sell
34,518
-204
-0.6% -$7.22K 0.12% 93
2019
Q2 		$1.18M Hold
34,722
– – 0.13% 79
2019
Q1 		$1.41M Sell
34,722
-2,418
-7% -$89.7K 0.16% 71
2018
Q4 		$1.17M Sell
37,140
-210
-0.6% -$6.55K 0.17% 63
2018
Q3 		$1.4M Buy
37,350
+192
+0.5% +$6.99K 0.27% 38
2018
Q2 		$1.27M Hold
37,158
– – 0.28% 36
2018
Q1 		$1.12M Hold
37,158
– – 0.25% 40
2017
Q4 		$897K Hold
37,158
– – 0.21% 44
2017
Q3 		$892K Sell
37,158
-420
-1% -$9.56K 0.25% 42
2017
Q2 		$838K Sell
37,578
-39,522
-51% -$798K 0.27% 37
2017
Q1 		$1.75M Buy
77,100
+39,522
+105% +$884K 0.44% 31
2016
Q4 		$783K Sell
37,578
-37,326
-50% -$894K 0.27% 45
2016
Q3 		$2M Sell
74,904
-180
-0.2% -$4.1K 0.72% 17
2016
Q2 		$1.77M Sell
75,084
-666
-0.9% -$15.4K 0.65% 17
2016
Q1 		$2.05M Sell
75,750
-732
-1% -$18K 0.77% 18
2015
Q4 		$2.15M Buy
76,482
+1,086
+1% +$31.3K 0.8% 16
2015
Q3 		$2.16M Buy
75,396
+132
+0.2% +$3.9K 0.93% 13
2015
Q2 		$2.19M Hold
75,264
– – 0.87% 16
2015
Q1 		$1.83M Sell
75,264
-12,348
-14% -$276K 0.75% 19
2014
Q4 		$1.79M Hold
87,612
– – 0.74% 18
2014
Q3 		$1.43M Buy
87,612
+1,206
+1% +$17.3K 0.68% 18
2014
Q2 		$1.21M Hold
86,406
– – 0.56% 20
2014
Q1 		$988K Buy
86,406
+12,426
+17% +$141K 0.48% 23
2013
Q4 		$709K Buy
+73,980
New +$586K 0.32% 28

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Waldron Private Wealth's PANW Position: Q2 2026 in Review

Waldron Private Wealth increased its Palo Alto Networks (PANW) stake by 0.28% in Q2 2026, buying an estimated $23.1K and bringing the position to 36,313 shares worth $12.4M. The position accounts for 0.43% of the portfolio, ranked #37.

Waldron Private Wealth first reported a position in PANW in Q4 2013 and has held it in 51 quarters since. 1,358 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Waldron Private Wealth held 36,313 shares of Palo Alto Networks worth $12.4M as of Q2 2026.
  • Waldron Private Wealth bought 101 Palo Alto Networks shares in Q2 2026, an estimated $23.1K.
  • Palo Alto Networks made up 0.43% of Waldron Private Wealth's portfolio in Q2 2026, its #37 holding.
  • Waldron Private Wealth first reported a position in Palo Alto Networks in Q4 2013 and has held it in 51 quarters since.
  • 1,358 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.