OHWP
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Oak Harbor Wealth Partners’s Palo Alto Networks PANW Stock Holding History

Oak Harbor Wealth Partners’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 		$655K Buy
4,085
+1,025
+33% +$172K 0.15% 122
2025
Q4 		$564K Buy
3,060
+94
+3% +$19K 0.14% 127
2025
Q3 		$604K Buy
2,966
+567
+24% +$109K 0.15% 118
2025
Q2 		$491K Buy
2,399
+383
+19% +$71.1K 0.13% 128
2025
Q1 		$344K Buy
+2,016
New +$373K 0.1% 152

Other funds holding PANW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oak Harbor Wealth Partners's PANW Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its Palo Alto Networks (PANW) stake by 33% in Q1 2026, buying an estimated $172K and bringing the position to 4,085 shares worth $655K. The position accounts for 0.15% of the portfolio, ranked #122.

Oak Harbor Wealth Partners first reported a position in PANW in Q1 2025 and has held it in 5 quarters since. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Oak Harbor Wealth Partners held 4,085 shares of Palo Alto Networks worth $655K as of Q1 2026.
  • Oak Harbor Wealth Partners bought 1,025 Palo Alto Networks shares in Q1 2026, an estimated $172K.
  • Palo Alto Networks made up 0.15% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #122 holding.
  • Oak Harbor Wealth Partners first reported a position in Palo Alto Networks in Q1 2025 and has held it in 5 quarters since.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.