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Whipplewood Advisors’s Palo Alto Networks PANW Stock Holding History

Whipplewood Advisors’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 		$4.09K Sell
12
-80
-87% -$18.3K ﹤0.01% 340
2026
Q1 		$14.7K Buy
92
+73
+384% +$12.3K 0.01% 430
2025
Q4 		$3.5K Buy
+19
New +$3.83K ﹤0.01% 317
2025
Q3 		– Sell
-130
Closed -$26.6K – 919
2025
Q2 		$26.6K Buy
130
+128
+6,400% +$23.8K 0.01% 412
2025
Q1 		$25.4K Sell
2
-414
-100% -$76.6K 0.02% 414
2024
Q4 		$75.7K Buy
+416
New +$78.6K 0.04% 256

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

Whipplewood Advisors's PANW Position: Q2 2026 in Review

Whipplewood Advisors reduced its Palo Alto Networks (PANW) stake by 87% in Q2 2026, selling an estimated $18.3K and leaving 12 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Whipplewood Advisors first reported a position in PANW in Q4 2024 and has held it in 6 quarters since. The position peaked at $75.7K in Q4 2024. 1,120 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Whipplewood Advisors held 12 shares of Palo Alto Networks worth $4.09K as of Q2 2026.
  • Whipplewood Advisors sold 80 Palo Alto Networks shares in Q2 2026, an estimated $18.3K.
  • Palo Alto Networks made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #340 holding.
  • Whipplewood Advisors first reported a position in Palo Alto Networks in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Palo Alto Networks position peaked at $75.7K in Q4 2024.
  • 1,120 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.