Welch & Forbes’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $110M | Buy |
322,392
+21,828
| +7% | +$5M | 1.34% | 21 |
|
|
2026
Q1 | $48.2M | Buy |
300,564
+66,141
| +28% | +$11.1M | 0.62% | 47 |
|
|
2025
Q4 | $43.2M | Buy |
234,423
+86,897
| +59% | +$17.5M | 0.52% | 50 |
|
|
2025
Q3 | $30M | Buy |
147,526
+128,927
| +693% | +$24.7M | 0.36% | 66 |
|
|
2025
Q2 | $3.81M | Sell |
18,599
-187
| -1% | -$34.7K | 0.05% | 143 |
|
|
2025
Q1 | $3.21M | Buy |
18,786
+50
| +0.3% | +$9.25K | 0.04% | 151 |
|
|
2024
Q4 | $3.41M | Buy |
18,736
+12
| +0.1% | +$2.27K | 0.04% | 147 |
|
|
2024
Q3 | $3.2M | Hold |
18,724
| – | – | 0.04% | 150 |
|
|
2024
Q2 | $3.15M | Buy |
18,724
+66
| +0.4% | +$9.87K | 0.04% | 150 |
|
|
2024
Q1 | $2.65M | Buy |
18,658
+38
| +0.2% | +$5.99K | 0.04% | 163 |
|
|
2023
Q4 | $2.75M | Buy |
18,620
+8
| +0% | +$1.07K | 0.04% | 161 |
|
|
2023
Q3 | $2.18M | Buy |
18,612
+100
| +0.5% | +$11.8K | 0.04% | 173 |
|
|
2023
Q2 | $2.37M | Buy |
18,512
+796
| +4% | +$82.8K | 0.04% | 168 |
|
|
2023
Q1 | $1.77M | Hold |
17,716
| – | – | 0.03% | 181 |
|
|
2022
Q4 | $1.24M | Buy |
17,716
+148
| +0.8% | +$11.9K | 0.02% | 204 |
|
|
2022
Q3 | $1.44M | Hold |
17,568
| – | – | 0.03% | 193 |
|
|
2022
Q2 | $1.45M | Hold |
17,568
| – | – | 0.03% | 196 |
|
|
2022
Q1 | $1.82M | Hold |
17,568
| – | – | 0.03% | 187 |
|
|
2021
Q4 | $1.63M | Hold |
17,568
| – | – | 0.02% | 195 |
|
|
2021
Q3 | $1.4M | Hold |
17,568
| – | – | 0.02% | 204 |
|
|
2021
Q2 | $1.09M | Buy |
17,568
+4,500
| +34% | +$267K | 0.02% | 223 |
|
|
2021
Q1 | $701K | Hold |
13,068
| – | – | 0.01% | 244 |
|
|
2020
Q4 | $774K | Hold |
13,068
| – | – | 0.02% | 232 |
|
|
2020
Q3 | $533K | Sell |
13,068
-300
| -2% | -$12.5K | 0.01% | 246 |
|
|
2020
Q2 | $512K | Hold |
13,368
| – | – | 0.01% | 244 |
|
|
2020
Q1 | $365K | Buy |
13,368
+600
| +5% | +$20.9K | 0.01% | 257 |
|
|
2019
Q4 | $492K | Hold |
12,768
| – | – | 0.01% | 258 |
|
|
2019
Q3 | $434K | Hold |
12,768
| – | – | 0.01% | 270 |
|
|
2019
Q2 | $434K | Hold |
12,768
| – | – | 0.01% | 271 |
|
|
2019
Q1 | $517K | Hold |
12,768
| – | – | 0.01% | 248 |
|
|
2018
Q4 | $401K | Hold |
12,768
| – | – | 0.01% | 266 |
|
|
2018
Q3 | $479K | Hold |
12,768
| – | – | 0.01% | 263 |
|
|
2018
Q2 | $437K | Buy |
12,768
+600
| +5% | +$20K | 0.01% | 263 |
|
|
2018
Q1 | $368K | Buy |
12,168
+222
| +2% | +$6.17K | 0.01% | 280 |
|
|
2017
Q4 | $289K | Hold |
11,946
| – | – | 0.01% | 298 |
|
|
2017
Q3 | $287K | Hold |
11,946
| – | – | 0.01% | 296 |
|
|
2017
Q2 | $266K | Hold |
11,946
| – | – | 0.01% | 309 |
|
|
2017
Q1 | $224K | Hold |
11,946
| – | – | 0.01% | 316 |
|
|
2016
Q4 | $249K | Hold |
11,946
| – | – | 0.01% | 309 |
|
|
2016
Q3 | $317K | Sell |
11,946
-342
| -3% | -$7.79K | 0.01% | 249 |
|
|
2016
Q2 | $251K | Sell |
12,288
-1,230
| -9% | -$28.5K | 0.01% | 307 |
|
|
2016
Q1 | $367K | Buy |
13,518
+3,486
| +35% | +$85.7K | 0.01% | 265 |
|
|
2015
Q4 | $294K | Buy |
10,032
+342
| +4% | +$9.87K | 0.01% | 275 |
|
|
2015
Q3 | $278K | Buy |
9,690
+888
| +10% | +$26.2K | 0.01% | 293 |
|
|
2015
Q2 | $256K | Buy |
8,802
+342
| +4% | +$9.13K | 0.01% | 303 |
|
|
2015
Q1 | $206K | Buy |
+8,460
| New | +$189K | 0.01% | 321 |
|
Other funds holding PANW
Welch & Forbes's PANW Position: Q2 2026 in Review
Welch & Forbes increased its Palo Alto Networks (PANW) stake by 7.3% in Q2 2026, buying an estimated $5M and bringing the position to 322,392 shares worth $110M. The position accounts for 1.34% of the portfolio, ranked #21.
Welch & Forbes first reported a position in PANW in Q1 2015 and has held it in 46 quarters since. 2,888 funds tracked by Wall St. Rank hold PANW as of Q2 2026.
- Welch & Forbes held 322,392 shares of Palo Alto Networks worth $110M as of Q2 2026.
- Welch & Forbes bought 21,828 Palo Alto Networks shares in Q2 2026, an estimated $5M.
- Palo Alto Networks made up 1.34% of Welch & Forbes's portfolio in Q2 2026, its #21 holding.
- Welch & Forbes first reported a position in Palo Alto Networks in Q1 2015 and has held it in 46 quarters since.
- 2,888 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.
Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.