Wendell David Associates’s Palo Alto Networks PANW Stock Holding History

Wendell David 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	$900K	Sell	2,640 -775	-23%	-$177K	0.1%	97
2026 Q1	$547K	Hold	3,415	–	–	0.06%	114
2025 Q4	$629K	Sell	3,415 -75	-2%	-$15.1K	0.06%	107
2025 Q3	$711K	Sell	3,490 -107	-3%	-$20.5K	0.07%	105
2025 Q2	$736K	Sell	3,597 -85	-2%	-$15.8K	0.07%	102
2025 Q1	$628K	Hold	3,682	–	–	0.06%	104
2024 Q4	$670K	Hold	3,682	–	–	0.07%	104
2024 Q3	$629K	Sell	3,682 -30	-0.8%	-$5.05K	0.06%	106
2024 Q2	$629K	Buy	3,712 +290	+8%	+$43.4K	0.06%	104
2024 Q1	$486K	Sell	3,422 -268	-7%	-$42.3K	0.05%	120
2023 Q4	$544K	Buy	3,690 +1,026	+39%	+$137K	0.06%	104
2023 Q3	$312K	Buy	+2,664	New	+$315K	0.04%	131

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

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

Wendell David Associates's PANW Position: Q2 2026 in Review

Wendell David Associates reduced its Palo Alto Networks (PANW) stake by 23% in Q2 2026, selling an estimated $177K and leaving 2,640 shares worth $900K. The position accounts for 0.1% of the portfolio, ranked #97.

Wendell David Associates first reported a position in PANW in Q3 2023 and has held it in 12 quarters since. 1,132 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Wendell David Associates held 2,640 shares of Palo Alto Networks worth $900K as of Q2 2026.
Wendell David Associates sold 775 Palo Alto Networks shares in Q2 2026, an estimated $177K.
Palo Alto Networks made up 0.1% of Wendell David Associates's portfolio in Q2 2026, its #97 holding.
Wendell David Associates first reported a position in Palo Alto Networks in Q3 2023 and has held it in 12 quarters since.
1,132 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Wendell David Associates's 13F filing for Q2 2026, filed 27 Jul 2026.