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Westhampton Capital’s Palo Alto Networks PANW Stock Holding History

Westhampton Capital’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 		$6.16M Sell
18,051
-200
-1% -$45.8K 2.55% 8
2026
Q1 		$2.93M Sell
18,251
-74
-0.4% -$12.4K 1.37% 21
2025
Q4 		$3.38M Buy
18,325
+143
+0.8% +$28.9K 1.59% 14
2025
Q3 		$3.7M Buy
18,182
+292
+2% +$55.9K 1.8% 13
2025
Q2 		$3.66M Buy
17,890
+2
+0% +$371 1.89% 12
2025
Q1 		$3.05M Sell
17,888
-238
-1% -$44K 1.67% 15
2024
Q4 		$3.3M Sell
18,126
-278
-2% -$52.5K 1.68% 13
2024
Q3 		$3.15M Hold
18,404
– – 1.6% 13
2024
Q2 		$3.12M Buy
18,404
+8
+0% +$1.2K 1.69% 15
2024
Q1 		$2.61M Buy
18,396
+6
+0% +$946 1.43% 18
2023
Q4 		$2.71M Sell
18,390
-216
-1% -$28.9K 1.61% 14
2023
Q3 		$2.18M Buy
18,606
+80
+0.4% +$9.47K 1.4% 17
2023
Q2 		$2.37M Sell
18,526
-504
-3% -$52.4K 1.54% 15
2023
Q1 		$1.9M Buy
19,030
+200
+1% +$16.9K 1.22% 23
2022
Q4 		$1.31M Buy
18,830
+260
+1% +$20.9K 0.89% 44
2022
Q3 		$1.52M Sell
18,570
-390
-2% -$33.8K 1.15% 23
2022
Q2 		$1.56M Buy
18,960
+1,260
+7% +$112K 1.1% 27
2022
Q1 		$1.84M Buy
17,700
+120
+0.7% +$10.7K 1.18% 24
2021
Q4 		$1.63M Buy
17,580
+132
+0.8% +$11.4K 1% 32
2021
Q3 		$1.39M Buy
17,448
+198
+1% +$13.9K 0.95% 37
2021
Q2 		$1.07M Buy
17,250
+930
+6% +$55.1K 0.69% 48
2021
Q1 		$876K Buy
16,320
+120
+0.7% +$7.13K 0.6% 52
2020
Q4 		$960K Buy
16,200
+180
+1% +$8.41K 0.72% 47
2020
Q3 		$653K Buy
16,020
+270
+2% +$11.2K 0.53% 56
2020
Q2 		$603K Hold
15,750
– – 0.53% 55
2020
Q1 		$430K Hold
15,750
– – 0.45% 64
2019
Q4 		$607K Hold
15,750
– – 0.49% 57
2019
Q3 		$535K Sell
15,750
-300
-2% -$10.6K 0.45% 61
2019
Q2 		$545K Buy
+16,050
New +$600K 0.46% 61

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Westhampton Capital's PANW Position: Q2 2026 in Review

Westhampton Capital reduced its Palo Alto Networks (PANW) stake by 1.1% in Q2 2026, selling an estimated $45.8K and leaving 18,051 shares worth $6.16M. The position accounts for 2.55% of the portfolio, ranked #8.

Westhampton Capital first reported a position in PANW in Q2 2019 and has held it in 29 quarters since. 1,023 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Westhampton Capital held 18,051 shares of Palo Alto Networks worth $6.16M as of Q2 2026.
  • Westhampton Capital sold 200 Palo Alto Networks shares in Q2 2026, an estimated $45.8K.
  • Palo Alto Networks made up 2.55% of Westhampton Capital's portfolio in Q2 2026, its #8 holding.
  • Westhampton Capital first reported a position in Palo Alto Networks in Q2 2019 and has held it in 29 quarters since.
  • 1,023 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Westhampton Capital's 13F filing for Q2 2026, filed 14 Jul 2026.