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Waldron Private Wealth LLC

SEC CIK
0001598180
Latest filing
Jul 20, 2026

PANW holding history

Palo Alto Networks Inc in every 13F filed by Waldron Private Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PANW overviewAll 13F holders of PANWFull Q2 2026 holdings

Shares (Q2 2026)
36,313
Value
$12.4M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of PANW by Waldron Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202636,313$12.4M0.4%+101+0.3%AddedHolders
Q1 202636,212$5.81M0.2%−29−0.1%ReducedHolders
Q4 202536,241$6.68M0.3%+1,842+5.4%AddedHolders
Q3 202534,399$7.00M0.3%+300+0.9%AddedHolders
Q2 202534,099$6.98M0.3%−589−1.7%ReducedHolders
Q1 202534,688$5.92M0.3%−1,534−4.2%ReducedHolders
Q4 202436,222$6.59M0.3%00.0%UnchangedConverted for a 2-for-1 splitHolders
Q3 202418,060$6.17M0.3%+273+1.5%AddedHolders
Q2 202417,787$6.03M0.3%+46+0.3%AddedHolders
Q1 202417,741$5.04M0.2%+48+0.3%AddedHolders
Q4 202317,693$5.22M0.2%+132+0.8%AddedHolders
Q3 202317,561$4.12M0.2%+79+0.5%AddedHolders
Q2 202317,482$4.47M0.2%−15−0.1%ReducedHolders
Q1 202317,497$3.49M0.2%+63+0.4%AddedHolders
Q4 202217,434$2.85M0.2%00.0%UnchangedHolders
Q3 202217,434$2.85M0.2%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q2 20225,794$2.86M0.2%+60+1.0%AddedHolders
Q1 20225,734$3.57M0.2%+38+0.7%AddedHolders
Q4 20215,696$3.17M0.2%−193−3.3%ReducedHolders
Q3 20215,889$2.82M0.2%−71−1.2%ReducedHolders
Q2 20215,960$2.21M0.1%−8−0.1%ReducedHolders
Q1 20215,968$1.92M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.