WT
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Whittier Trust’s Palo Alto Networks PANW Stock Holding History

Whittier Trust’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 		$5.56M Buy
15,540
+66
+0.4% +$15.1K 0.05% 196
2026
Q1 		$2.51M Buy
15,474
+571
+4% +$95.9K 0.03% 246
2025
Q4 		$2.77M Buy
14,903
+391
+3% +$78.9K 0.03% 242
2025
Q3 		$3.01M Buy
14,512
+230
+2% +$44K 0.03% 232
2025
Q2 		$2.92M Buy
14,282
+350
+3% +$65K 0.04% 254
2025
Q1 		$2.38M Sell
13,932
-1,162
-8% -$215K 0.03% 256
2024
Q4 		$2.75M Buy
15,094
+2,012
+15% +$380K 0.04% 247
2024
Q3 		$2.24M Buy
13,082
+620
+5% +$104K 0.03% 263
2024
Q2 		$2.11M Buy
12,462
+1,424
+13% +$213K 0.03% 262
2024
Q1 		$1.57M Buy
11,038
+548
+5% +$86.4K 0.02% 287
2023
Q4 		$1.55M Hold
10,490
– – 0.03% 289
2023
Q3 		$1.23M Buy
10,490
+38
+0.4% +$4.5K 0.02% 315
2023
Q2 		$1.34M Hold
10,452
– – 0.02% 313
2023
Q1 		$1.04M Sell
10,452
-300
-3% -$25.4K 0.02% 347
2022
Q4 		$750K Buy
10,752
+600
+6% +$48.2K 0.01% 399
2022
Q3 		$831K Buy
10,152
+30
+0.3% +$2.6K 0.02% 378
2022
Q2 		$833K Sell
10,122
-60
-0.6% -$5.32K 0.02% 383
2022
Q1 		$1.06M Buy
10,182
+180
+2% +$16.1K 0.02% 371
2021
Q4 		$928K Buy
10,002
+750
+8% +$64.9K 0.02% 396
2021
Q3 		$739K Hold
9,252
– – 0.01% 406
2021
Q2 		$572K Hold
9,252
– – 0.01% 450
2021
Q1 		$497K Hold
9,252
– – 0.01% 477
2020
Q4 		$548K Buy
9,252
+3,846
+71% +$180K 0.01% 419
2020
Q3 		$221K Buy
5,406
+582
+12% +$24.2K 0.01% 552
2020
Q2 		$185K Hold
4,824
– – 0.01% 561
2020
Q1 		$132K Hold
4,824
– – ﹤0.01% 604
2019
Q4 		$186K Hold
4,824
– – ﹤0.01% 572
2019
Q3 		$164K Buy
4,824
+2,976
+161% +$105K ﹤0.01% 583
2019
Q2 		$63K Hold
1,848
– – ﹤0.01% 757
2019
Q1 		$75K Sell
1,848
-2,178
-54% -$80.8K ﹤0.01% 706
2018
Q4 		$126K Buy
4,026
+1,800
+81% +$56.1K ﹤0.01% 589
2018
Q3 		$84K Hold
2,226
– – ﹤0.01% 673
2018
Q2 		$76K Buy
2,226
+1,350
+154% +$45K ﹤0.01% 677
2018
Q1 		$27K Hold
876
– – ﹤0.01% 886
2017
Q4 		$21K Buy
+876
New +$21.3K ﹤0.01% 909
2017
Q2 		– Sell
-882
Closed -$17K – 1307
2017
Q1 		$17K Buy
+882
New +$19.7K ﹤0.01% 921
2016
Q3 		– Sell
-18,534
Closed -$379K – 1204
2016
Q2 		$379K Sell
18,534
-35,280
-66% -$817K 0.02% 371
2016
Q1 		$1.46M Sell
53,814
-240
-0.4% -$5.9K 0.06% 214
2015
Q4 		$1.59M Buy
54,054
+804
+2% +$23.2K 0.07% 208
2015
Q3 		$1.53M Sell
53,250
-150
-0.3% -$4.43K 0.07% 209
2015
Q2 		$1.55M Hold
53,400
– – 0.07% 216
2015
Q1 		$1.3M Sell
53,400
-450
-0.8% -$10.1K 0.06% 225
2014
Q4 		$1.1M Buy
53,850
+600
+1% +$11.1K 0.05% 247
2014
Q3 		$871K Hold
53,250
– – 0.04% 266
2014
Q2 		$744K Sell
53,250
-15,180
-22% -$177K 0.04% 289
2014
Q1 		$782K Buy
+68,430
New +$776K 0.04% 275

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Whittier Trust's PANW Position: Q2 2026 in Review

Whittier Trust increased its Palo Alto Networks (PANW) stake by 0.43% in Q2 2026, buying an estimated $15.1K and bringing the position to 15,540 shares worth $5.56M. The position accounts for 0.05% of the portfolio, ranked #196.

Whittier Trust first reported a position in PANW in Q1 2014 and has held it in 46 quarters since. 1,234 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Whittier Trust held 15,540 shares of Palo Alto Networks worth $5.56M as of Q2 2026.
  • Whittier Trust bought 66 Palo Alto Networks shares in Q2 2026, an estimated $15.1K.
  • Palo Alto Networks made up 0.05% of Whittier Trust's portfolio in Q2 2026, its #196 holding.
  • Whittier Trust first reported a position in Palo Alto Networks in Q1 2014 and has held it in 46 quarters since.
  • 1,234 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.