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Bedell Frazier Investment Counselling’s Palo Alto Networks PANW Stock Holding History

Bedell Frazier Investment Counselling’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
Q1 		$1.26M Buy
7,879
+1,901
+32% +$319K 0.26% 68
2025
Q4 		$1.1M Buy
5,978
+163
+3% +$32.9K 0.21% 73
2025
Q3 		$1.18M Buy
5,815
+1,498
+35% +$287K 0.24% 72
2025
Q2 		$883K Buy
4,317
+841
+24% +$156K 0.22% 66
2025
Q1 		$593K Sell
3,476
-346
-9% -$64K 0.15% 65
2024
Q4 		$695K Buy
3,822
+4
+0.1% +$756 0.17% 70
2024
Q3 		$652K Buy
3,818
+40
+1% +$6.73K 0.16% 71
2024
Q2 		$640K Buy
3,778
+250
+7% +$37.4K 0.15% 73
2024
Q1 		$501K Buy
3,528
+438
+14% +$69.1K 0.13% 79
2023
Q4 		$456K Buy
+3,090
New +$413K 0.13% 72
2017
Q2 		– Sell
-414,582
Closed -$7.79M – 48
2017
Q1 		$7.79M Buy
414,582
+2,220
+0.5% +$49.6K 2.96% 11
2016
Q4 		$8.59M Sell
412,362
-4,710
-1% -$113K 3.38% 8
2016
Q3 		$11.1M Buy
417,072
+64,980
+18% +$1.48M 4.59% 3
2016
Q2 		$7.1M Buy
352,092
+4,326
+1% +$100K 3.51% 10
2016
Q1 		$9.46M Buy
347,766
+170,100
+96% +$4.18M 4.88% 4
2015
Q4 		$5.22M Buy
177,666
+450
+0.3% +$13K 2.59% 17
2015
Q3 		$5.08M Sell
177,216
-30
-0% -$885 2.94% 14
2015
Q2 		$5.16M Sell
177,246
-143,940
-45% -$3.84M 2.05% 22
2015
Q1 		$7.82M Buy
321,186
+2,088
+0.7% +$46.7K 3.25% 6
2014
Q4 		$6.52M Sell
319,098
-7,050
-2% -$130K 3.19% 7
2014
Q3 		$5.33M Sell
326,148
-101,010
-24% -$1.45M 2.49% 15
2014
Q2 		$5.97M Buy
427,158
+900
+0.2% +$10.5K 3.02% 10
2014
Q1 		$4.87M Sell
426,258
-188,190
-31% -$2.14M 2.73% 16
2013
Q4 		$5.88M Sell
614,448
-8,862
-1% -$70.2K 2.76% 9
2013
Q3 		$4.76M Buy
623,310
+111,810
+22% +$882K 2.29% 17
2013
Q2 		$4.2M Buy
+511,500
New +$4.26M 2.08% 16

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bedell Frazier Investment Counselling's PANW Position: Q1 2026 in Review

Bedell Frazier Investment Counselling increased its Palo Alto Networks (PANW) stake by 32% in Q1 2026, buying an estimated $319K and bringing the position to 7,879 shares worth $1.26M. The position accounts for 0.26% of the portfolio, ranked #68.

Bedell Frazier Investment Counselling first reported a position in PANW in Q2 2013 and has held it in 26 quarters since. The position peaked at $11.1M in Q3 2016. 2,469 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Bedell Frazier Investment Counselling held 7,879 shares of Palo Alto Networks worth $1.26M as of Q1 2026.
  • Bedell Frazier Investment Counselling bought 1,901 Palo Alto Networks shares in Q1 2026, an estimated $319K.
  • Palo Alto Networks made up 0.26% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #68 holding.
  • Bedell Frazier Investment Counselling first reported a position in Palo Alto Networks in Q2 2013 and has held it in 26 quarters since.
  • Bedell Frazier Investment Counselling's Palo Alto Networks position peaked at $11.1M in Q3 2016.
  • 2,469 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.