Werlinich Asset Management’s Palo Alto Networks PANW Stock Holding History

Werlinich Asset Management’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	$3.28M	Hold	9,619	–	–	1.25%	26
2026 Q1	$1.54M	Buy	9,619 +1,212	+14%	+$204K	0.75%	37
2025 Q4	$1.57M	Buy	8,407 +103	+1%	+$20.8K	0.77%	36
2025 Q3	$1.69M	Hold	8,304	–	–	0.84%	35
2025 Q2	$1.7M	Sell	8,304 -50	-0.6%	-$9.29K	0.93%	30
2025 Q1	$1.43M	Buy	8,354 +50	+0.6%	+$9.25K	0.91%	31
2024 Q4	$1.53M	Hold	8,304	–	–	0.89%	35
2024 Q3	$1.42M	Hold	8,304	–	–	0.82%	35
2024 Q2	$1.42M	Buy	8,304 +40	+0.5%	+$5.98K	0.88%	32
2024 Q1	$1.17M	Buy	+8,264	New	+$1.3M	0.76%	36
2023 Q3	–	Sell	-1,640	Closed	-$210K	–	58
2023 Q2	$210K	Buy	+1,640	New	+$171K	0.17%	56

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

MJRIC

Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Werlinich Asset Management's PANW Position: Q2 2026 in Review

Werlinich Asset Management held its Palo Alto Networks (PANW) position steady in Q2 2026 at 9,619 shares worth $3.28M. The position accounts for 1.25% of the portfolio, ranked #26.

Werlinich Asset Management first reported a position in PANW in Q2 2023 and has held it in 11 quarters since. 656 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Werlinich Asset Management held 9,619 shares of Palo Alto Networks worth $3.28M as of Q2 2026.
Werlinich Asset Management left its Palo Alto Networks share count unchanged in Q2 2026.
Palo Alto Networks made up 1.25% of Werlinich Asset Management's portfolio in Q2 2026, its #26 holding.
Werlinich Asset Management first reported a position in Palo Alto Networks in Q2 2023 and has held it in 11 quarters since.
656 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Werlinich Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.