WoodTrust Financial’s Palo Alto Networks PANW Stock Holding History

WoodTrust 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	$406K	Hold	1,022	–	–	0.05%	129
2026 Q2	$349K	Buy	+1,022	New	+$234K	0.04%	143
2025 Q4	–	Sell	-990	Closed	-$202K	–	188
2025 Q3	$202K	Hold	990	–	–	0.02%	179
2025 Q2	$203K	Buy	+990	New	+$184K	0.03%	145

Other funds holding PANW

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

WoodTrust Financial's PANW Position: Q3 2026 in Review

WoodTrust Financial held its Palo Alto Networks (PANW) position steady in Q3 2026 at 1,022 shares worth $406K. The position accounts for 0.05% of the portfolio, ranked #129.

WoodTrust Financial first reported a position in PANW in Q2 2025 and has held it in 4 quarters since. 158 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

WoodTrust Financial held 1,022 shares of Palo Alto Networks worth $406K as of Q3 2026.
WoodTrust Financial left its Palo Alto Networks share count unchanged in Q3 2026.
Palo Alto Networks made up 0.05% of WoodTrust Financial's portfolio in Q3 2026, its #129 holding.
WoodTrust Financial first reported a position in Palo Alto Networks in Q2 2025 and has held it in 4 quarters since.
158 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on WoodTrust Financial's 13F filing for Q3 2026, filed 9 Oct 2026.