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Oarsman Capital’s Palo Alto Networks PANW Stock Holding History

Oarsman Capital’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 		$326K Buy
+2,033
New +$342K 0.04% 171
2025
Q1 		– Sell
-200
Closed -$36.4K – 654
2024
Q4 		$36.4K Hold
200
– – 0.01% 500
2024
Q3 		$34.2K Buy
+200
New +$33.7K 0.01% 509

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

Oarsman Capital's PANW Position: Q1 2026 in Review

Oarsman Capital opened a new position in Palo Alto Networks (PANW) in Q1 2026: 2,033 shares worth $326K. The stake represents 0.04% of the portfolio and ranks #171 among its holdings. This is a return to the name: Oarsman Capital previously reported a position in PANW as recently as Q4 2024.

Oarsman Capital first reported a position in PANW in Q3 2024 and has held it in 3 quarters since. 2,462 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Oarsman Capital held 2,033 shares of Palo Alto Networks worth $326K as of Q1 2026.
  • Palo Alto Networks was a new Oarsman Capital position in Q1 2026.
  • Palo Alto Networks made up 0.04% of Oarsman Capital's portfolio in Q1 2026, its #171 holding.
  • Oarsman Capital first reported a position in Palo Alto Networks in Q3 2024 and has held it in 3 quarters since.
  • 2,462 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Oarsman Capital's 13F filing for Q1 2026, filed 28 Apr 2026.