BOK Financial Private Wealth’s Palo Alto Networks PANW Stock Holding History

BOK Financial Private Wealth’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	$3.11M	Sell	19,408 -995	-5%	-$167K	0.19%	43
2025 Q4	$3.76M	Buy	20,403 +515	+3%	+$104K	0.23%	42
2025 Q3	$4.05M	Sell	19,888 -145	-0.7%	-$27.8K	0.25%	41
2025 Q2	$4.1M	Sell	20,033 -2,222	-10%	-$413K	0.27%	39
2025 Q1	$3.8M	Sell	22,255 -1,133	-5%	-$210K	0.29%	38
2024 Q4	$4.26M	Sell	23,388 -1,962	-8%	-$371K	0.31%	35
2024 Q3	$4.33M	Sell	25,350 -2,550	-9%	-$429K	0.31%	37
2024 Q2	$4.73M	Sell	27,900 -170	-0.6%	-$25.4K	0.34%	37
2024 Q1	$3.99M	Sell	28,070 -1,524	-5%	-$240K	0.3%	38
2023 Q4	$4.36M	Sell	29,594 -5,510	-16%	-$737K	0.35%	37
2023 Q3	$4.11M	Sell	35,104 -11,772	-25%	-$1.39M	0.36%	40
2023 Q2	$5.99M	Sell	46,876 -6,398	-12%	-$666K	0.49%	29
2023 Q1	$5.32M	Buy	53,274 +100	+0.2%	+$8.47K	0.43%	33
2022 Q4	$3.71M	Sell	53,174 -6	-0%	-$482	0.31%	47
2022 Q3	$4.36M	Sell	53,180 -364	-0.7%	-$31.5K	0.39%	39
2022 Q2	$4.41M	Buy	53,544 +666	+1%	+$59.1K	0.39%	38
2022 Q1	$5.49M	Buy	52,878 +1,266	+2%	+$113K	0.39%	42
2021 Q4	$4.79M	Sell	51,612 -402	-0.8%	-$34.8K	0.33%	45
2021 Q3	$4.15M	Buy	52,014 +3,012	+6%	+$212K	0.33%	47
2021 Q2	$3.03M	Buy	49,002 +1,128	+2%	+$66.8K	0.25%	68
2021 Q1	$2.57M	Buy	47,874 +852	+2%	+$50.6K	0.23%	71
2020 Q4	$2.79M	Sell	47,022 -1,782	-4%	-$83.3K	0.27%	66
2020 Q3	$1.99M	Buy	+48,804	New	+$2.03M	0.21%	76

Other funds holding PANW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BOK Financial Private Wealth's PANW Position: Q1 2026 in Review

BOK Financial Private Wealth reduced its Palo Alto Networks (PANW) stake by 4.9% in Q1 2026, selling an estimated $167K and leaving 19,408 shares worth $3.11M. The position accounts for 0.19% of the portfolio, ranked #43.

BOK Financial Private Wealth first reported a position in PANW in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.99M in Q2 2023. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

BOK Financial Private Wealth held 19,408 shares of Palo Alto Networks worth $3.11M as of Q1 2026.
BOK Financial Private Wealth sold 995 Palo Alto Networks shares in Q1 2026, an estimated $167K.
Palo Alto Networks made up 0.19% of BOK Financial Private Wealth's portfolio in Q1 2026, its #43 holding.
BOK Financial Private Wealth first reported a position in Palo Alto Networks in Q3 2020 and has held it in 23 quarters since.
BOK Financial Private Wealth's Palo Alto Networks position peaked at $5.99M in Q2 2023.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.