Oakwell Private Wealth Management’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$404K Buy
+1,184
New +$271K 0.07% 62
2025
Q3
Sell
-995
Closed -$204K 79
2025
Q2
$204K Buy
+995
New +$185K 0.05% 71

Other funds holding PANW

Oakwell Private Wealth Management's PANW Position: Q2 2026 in Review

Oakwell Private Wealth Management opened a new position in Palo Alto Networks (PANW) in Q2 2026: 1,184 shares worth $404K. The stake represents 0.07% of the portfolio and ranks #62 among its holdings. This is a return to the name: Oakwell Private Wealth Management previously reported a position in PANW as recently as Q2 2025.

Oakwell Private Wealth Management first reported a position in PANW in Q2 2025 and has held it in 2 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Oakwell Private Wealth Management held 1,184 shares of Palo Alto Networks worth $404K as of Q2 2026.
  • Palo Alto Networks was a new Oakwell Private Wealth Management position in Q2 2026.
  • Palo Alto Networks made up 0.07% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Oakwell Private Wealth Management first reported a position in Palo Alto Networks in Q2 2025 and has held it in 2 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.