Westside Investment Management’s Palo Alto Networks PANW Stock Holding History

Westside Investment 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	$1.99M	Buy	5,824 +79	+1%	+$18.1K	0.26%	95
2026 Q1	$926K	Buy	5,745 +2,968	+107%	+$499K	0.14%	142
2025 Q4	$507K	Buy	2,777 +556	+25%	+$112K	0.08%	175
2025 Q3	$454K	Buy	2,221 +196	+10%	+$37.5K	0.07%	188
2025 Q2	$411K	Buy	2,025 +578	+40%	+$107K	0.08%	182
2025 Q1	$247K	Buy	1,447 +199	+16%	+$36.8K	0.05%	211
2024 Q4	$227K	Sell	1,248 -16	-1%	-$3.02K	0.05%	215
2024 Q3	$211K	Hold	1,264	–	–	0.04%	230
2024 Q2	$214K	Hold	1,264	–	–	0.05%	220
2024 Q1	$179K	Hold	1,264	–	–	0.04%	242
2023 Q4	$186K	Buy	1,264 +16	+1%	+$2.14K	0.05%	217
2023 Q3	$146K	Hold	1,248	–	–	0.04%	232
2023 Q2	$159K	Hold	1,248	–	–	0.05%	226
2023 Q1	$125K	Hold	1,248	–	–	0.04%	249
2022 Q4	$20.8K	Buy	1,248 +400	+47%	+$32.1K	0.05%	167
2022 Q3	$24.6K	Buy	848 +500	+144%	+$43.3K	0.06%	168
2022 Q2	$28	Hold	348	–	–	﹤0.01%	472
2022 Q1	$36	Hold	348	–	–	﹤0.01%	452
2021 Q4	$32	Hold	348	–	–	﹤0.01%	440
2021 Q3	$27	Hold	348	–	–	﹤0.01%	453
2021 Q2	$21	Hold	348	–	–	﹤0.01%	473
2021 Q1	$18	Sell	348 -84	-19%	-$4.99K	﹤0.01%	476
2020 Q4	$25	Hold	432	–	–	﹤0.01%	403
2020 Q3	$17	Hold	432	–	–	﹤0.01%	444
2020 Q2	$16	Hold	432	–	–	﹤0.01%	430
2020 Q1	$11	Buy	+432	New	+$15.1K	﹤0.01%	455
2019 Q2	$15	Buy	+450	New	+$16.8K	﹤0.01%	425
2018 Q4	$4.71K	Hold	150	–	–	﹤0.01%	562
2018 Q3	$5.62K	Hold	150	–	–	﹤0.01%	580
2018 Q2	$5.24K	Hold	150	–	–	﹤0.01%	675
2018 Q1	$4.5K	Hold	150	–	–	﹤0.01%	678
2017 Q4	$3.84K	Hold	150	–	–	﹤0.01%	721
2017 Q3	$3.66K	Hold	150	–	–	﹤0.01%	702
2017 Q2	$3.44K	Hold	150	–	–	﹤0.01%	705
2017 Q1	$2.7K	Hold	150	–	–	﹤0.01%	688
2016 Q4	$3.44K	Buy	+150	New	+$3.59K	﹤0.01%	555

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Westside Investment Management's PANW Position: Q2 2026 in Review

Westside Investment Management increased its Palo Alto Networks (PANW) stake by 1.4% in Q2 2026, buying an estimated $18.1K and bringing the position to 5,824 shares worth $1.99M. The position accounts for 0.26% of the portfolio, ranked #95.

Westside Investment Management first reported a position in PANW in Q4 2016 and has held it in 36 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Westside Investment Management held 5,824 shares of Palo Alto Networks worth $1.99M as of Q2 2026.
Westside Investment Management bought 79 Palo Alto Networks shares in Q2 2026, an estimated $18.1K.
Palo Alto Networks made up 0.26% of Westside Investment Management's portfolio in Q2 2026, its #95 holding.
Westside Investment Management first reported a position in Palo Alto Networks in Q4 2016 and has held it in 36 quarters since.
1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.