Welch Group’s Palo Alto Networks PANW Stock Holding History

Welch Group’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	$17.6M	Buy	51,532 +1,691	+3%	+$387K	0.6%	41
2026 Q1	$7.99M	Buy	49,841 +8,692	+21%	+$1.46M	0.3%	55
2025 Q4	$7.58M	Buy	41,149 +2,243	+6%	+$453K	0.29%	56
2025 Q3	$7.92M	Buy	+38,906	New	+$7.45M	0.31%	52

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Welch Group's PANW Position: Q2 2026 in Review

Welch Group increased its Palo Alto Networks (PANW) stake by 3.4% in Q2 2026, buying an estimated $387K and bringing the position to 51,532 shares worth $17.6M. The position accounts for 0.6% of the portfolio, ranked #41.

Welch Group first reported a position in PANW in Q3 2025 and has held it in 4 quarters since. 1,165 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Welch Group held 51,532 shares of Palo Alto Networks worth $17.6M as of Q2 2026.
Welch Group bought 1,691 Palo Alto Networks shares in Q2 2026, an estimated $387K.
Palo Alto Networks made up 0.6% of Welch Group's portfolio in Q2 2026, its #41 holding.
Welch Group first reported a position in Palo Alto Networks in Q3 2025 and has held it in 4 quarters since.
1,165 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.