Whelan Financial
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Whelan Financial’s Palo Alto Networks PANW Stock Holding History

Whelan Financial’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
Q3 		$660K Buy
1,661
+175
+12% +$62.3K 0.17% 49
2026
Q2 		$507K Sell
1,486
-115
-7% -$26.3K 0.14% 57
2026
Q1 		$257K Sell
1,601
-405
-20% -$68K 0.08% 77
2025
Q4 		$370K Buy
2,006
+93
+5% +$18.8K 0.12% 59
2025
Q3 		$390K Buy
1,913
+242
+14% +$46.3K 0.12% 59
2025
Q2 		$342K Buy
1,671
+281
+20% +$52.2K 0.12% 51
2025
Q1 		$237K Buy
1,390
+226
+19% +$41.8K 0.09% 55
2024
Q4 		$212K Buy
+1,164
New +$220K 0.08% 56

Other funds holding PANW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Whelan Financial's PANW Position: Q3 2026 in Review

Whelan Financial increased its Palo Alto Networks (PANW) stake by 12% in Q3 2026, buying an estimated $62.3K and bringing the position to 1,661 shares worth $660K. The position accounts for 0.17% of the portfolio, ranked #49.

Whelan Financial first reported a position in PANW in Q4 2024 and has held it in 8 quarters since. 1,908 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • Whelan Financial held 1,661 shares of Palo Alto Networks worth $660K as of Q3 2026.
  • Whelan Financial bought 175 Palo Alto Networks shares in Q3 2026, an estimated $62.3K.
  • Palo Alto Networks made up 0.17% of Whelan Financial's portfolio in Q3 2026, its #49 holding.
  • Whelan Financial first reported a position in Palo Alto Networks in Q4 2024 and has held it in 8 quarters since.
  • 1,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.