Oak Associates’s Palo Alto Networks PANW Stock Holding History

Oak Associates’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	–	Sell	-4,419	Closed	-$814K	–	148
2025 Q4	$814K	Hold	4,419	–	–	0.05%	101
2025 Q3	$900K	Hold	4,419	–	–	0.05%	99
2025 Q2	$904K	Buy	+4,419	New	+$821K	0.06%	98
2022 Q2	–	Sell	-24,780	Closed	-$2.57M	–	136
2022 Q1	$2.57M	Hold	24,780	–	–	0.16%	71
2021 Q4	$2.3M	Sell	24,780 -5,850	-19%	-$506K	0.12%	79
2021 Q3	$2.44M	Hold	30,630	–	–	0.14%	72
2021 Q2	$1.89M	Hold	30,630	–	–	0.11%	83
2021 Q1	$1.64M	Buy	30,630 +30	+0.1%	+$1.78K	0.1%	87
2020 Q4	$1.81M	Hold	30,600	–	–	0.11%	85
2020 Q3	$1.25M	Hold	30,600	–	–	0.08%	94
2020 Q2	$1.17M	Hold	30,600	–	–	0.08%	92
2020 Q1	$836K	Hold	30,600	–	–	0.07%	92
2019 Q4	$1.18M	Hold	30,600	–	–	0.07%	103
2019 Q3	$1.04M	Hold	30,600	–	–	0.06%	104
2019 Q2	$1.04M	Hold	30,600	–	–	0.06%	104
2019 Q1	$1.24M	Sell	30,600 -4,800	-14%	-$178K	0.08%	102
2018 Q4	$1.11M	Hold	35,400	–	–	0.08%	97
2018 Q3	$1.33M	Hold	35,400	–	–	0.08%	100
2018 Q2	$1.21M	Hold	35,400	–	–	0.08%	103
2018 Q1	$1.07M	Hold	35,400	–	–	0.07%	108
2017 Q4	$855K	Hold	35,400	–	–	0.06%	112
2017 Q3	$850K	Hold	35,400	–	–	0.06%	117
2017 Q2	$789K	Hold	35,400	–	–	0.06%	123
2017 Q1	$665K	Hold	35,400	–	–	0.05%	127
2016 Q4	$738K	Hold	35,400	–	–	0.07%	126
2016 Q3	$908K	Hold	35,400	–	–	0.09%	116
2016 Q2	$724K	Hold	35,400	–	–	0.09%	117
2016 Q1	$963K	Sell	35,400 -12,480	-26%	-$307K	0.12%	107
2015 Q4	$1.41M	Buy	47,880 +12,480	+35%	+$360K	0.17%	100
2015 Q3	$1.01M	Hold	35,400	–	–	0.13%	102
2015 Q2	$1.03M	Hold	35,400	–	–	0.13%	110
2015 Q1	$862K	Hold	35,400	–	–	0.1%	120
2014 Q4	$723K	Hold	35,400	–	–	0.09%	123
2014 Q3	$579K	Hold	35,400	–	–	0.07%	131
2014 Q2	$495K	Hold	35,400	–	–	0.06%	131
2014 Q1	$405K	Hold	35,400	–	–	0.05%	139
2013 Q4	$339K	Buy	+35,400	New	+$281K	0.04%	150

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

Oak Associates's PANW Position: Q1 2026 in Review

Oak Associates sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 4,419 shares — an estimated $814K sold.

Oak Associates first reported a position in PANW in Q4 2013 and held it in 37 quarters. The position peaked at $2.57M in Q1 2022. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Oak Associates reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
Oak Associates sold 4,419 Palo Alto Networks shares in Q1 2026, an estimated $814K.
Oak Associates first reported a position in Palo Alto Networks in Q4 2013 and held it in 37 quarters.
Oak Associates's Palo Alto Networks position peaked at $2.57M in Q1 2022.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Oak Associates's 13F filing for Q1 2026, filed 14 May 2026.