WC
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Whitney & Co’s Palo Alto Networks PANW Stock Holding History

Whitney & Co’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 		$260K Buy
+761
New +$174K 0.02% 157
2026
Q1 		– Sell
-1,435
Closed -$264K – 183
2025
Q4 		$264K Buy
+1,435
New +$290K 0.02% 150

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

Whitney & Co's PANW Position: Q2 2026 in Review

Whitney & Co opened a new position in Palo Alto Networks (PANW) in Q2 2026: 761 shares worth $260K. The stake represents 0.02% of the portfolio and ranks #157 among its holdings. This is a return to the name: Whitney & Co previously reported a position in PANW as recently as Q4 2025.

Whitney & Co first reported a position in PANW in Q4 2025 and has held it in 2 quarters since. The position peaked at $264K in Q4 2025. 1,120 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Whitney & Co held 761 shares of Palo Alto Networks worth $260K as of Q2 2026.
  • Palo Alto Networks was a new Whitney & Co position in Q2 2026.
  • Palo Alto Networks made up 0.02% of Whitney & Co's portfolio in Q2 2026, its #157 holding.
  • Whitney & Co first reported a position in Palo Alto Networks in Q4 2025 and has held it in 2 quarters since.
  • Whitney & Co's Palo Alto Networks position peaked at $264K in Q4 2025.
  • 1,120 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.