Oak Thistle LLC’s Palo Alto Networks PANW Stock Holding History

Oak Thistle LLC’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	-8,437	Closed	-$1.55M	–	595
2025 Q4	$1.55M	Buy	+8,437	New	+$1.7M	0.22%	190
2025 Q3	–	Sell	-2,796	Closed	-$572K	–	601
2025 Q2	$572K	Sell	2,796 -6,533	-70%	-$1.21M	0.08%	355
2025 Q1	$1.59M	Buy	9,329 +6,002	+180%	+$1.11M	0.32%	102
2024 Q4	$605K	Sell	3,327 -3,383	-50%	-$639K	0.18%	211
2024 Q3	$1.15M	Buy	+6,710	New	+$1.13M	0.37%	87
2024 Q1	–	Sell	-7,358	Closed	-$1.08M	–	462
2023 Q4	$1.08M	Buy	7,358 +5,350	+266%	+$715K	0.31%	102
2023 Q3	$235K	Buy	+2,008	New	+$238K	0.07%	404
2023 Q1	–	Sell	-3,548	Closed	-$248K	–	427
2022 Q4	$248K	Buy	+3,548	New	+$285K	0.53%	102

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 Thistle LLC's PANW Position: Q1 2026 in Review

Oak Thistle LLC sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 8,437 shares — an estimated $1.55M sold.

Oak Thistle LLC first reported a position in PANW in Q4 2022 and held it in 8 quarters. The position peaked at $1.59M in Q1 2025. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Oak Thistle LLC reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
Oak Thistle LLC sold 8,437 Palo Alto Networks shares in Q1 2026, an estimated $1.55M.
Oak Thistle LLC first reported a position in Palo Alto Networks in Q4 2022 and held it in 8 quarters.
Oak Thistle LLC's Palo Alto Networks position peaked at $1.59M in Q1 2025.
2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Oak Thistle LLC's 13F filing for Q1 2026, filed 13 Apr 2026.