Obermeyer Wealth Partners’s Palo Alto Networks PANW Stock Holding History

Obermeyer 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	$675K	Sell	4,210 -500	-11%	-$84K	0.03%	141
2025 Q4	$868K	Buy	4,710 +384	+9%	+$77.5K	0.04%	124
2025 Q3	$881K	Sell	4,326 -54	-1%	-$10.3K	0.04%	120
2025 Q2	$896K	Sell	4,380 -100	-2%	-$18.6K	0.04%	113
2025 Q1	$764K	Buy	4,480 +1,386	+45%	+$256K	0.04%	116
2024 Q4	$563K	Buy	3,094 +72	+2%	+$13.6K	0.03%	139
2024 Q3	$516K	Buy	3,022 +226	+8%	+$38K	0.03%	152
2024 Q2	$474K	Buy	2,796 +350	+14%	+$52.4K	0.03%	149
2024 Q1	$347K	Buy	2,446 +26	+1%	+$4.1K	0.02%	179
2023 Q4	$357K	Buy	2,420 +20	+0.8%	+$2.67K	0.02%	151
2023 Q3	$281K	Hold	2,400	–	–	0.02%	165
2023 Q2	$307K	Hold	2,400	–	–	0.02%	159
2023 Q1	$240K	Buy	+2,400	New	+$203K	0.02%	188
2022 Q4	–	Sell	-2,646	Closed	-$217K	–	234
2022 Q3	$217K	Buy	+2,646	New	+$229K	0.02%	191
2022 Q2	–	Sell	-2,400	Closed	-$249K	–	228
2022 Q1	$249K	Hold	2,400	–	–	0.01%	194
2021 Q4	$223K	Buy	+2,400	New	+$208K	0.01%	212

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

Obermeyer Wealth Partners's PANW Position: Q1 2026 in Review

Obermeyer Wealth Partners reduced its Palo Alto Networks (PANW) stake by 11% in Q1 2026, selling an estimated $84K and leaving 4,210 shares worth $675K. The position accounts for 0.03% of the portfolio, ranked #141.

Obermeyer Wealth Partners first reported a position in PANW in Q4 2021 and has held it in 16 quarters since. The position peaked at $896K in Q2 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Obermeyer Wealth Partners held 4,210 shares of Palo Alto Networks worth $675K as of Q1 2026.
Obermeyer Wealth Partners sold 500 Palo Alto Networks shares in Q1 2026, an estimated $84K.
Palo Alto Networks made up 0.03% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #141 holding.
Obermeyer Wealth Partners first reported a position in Palo Alto Networks in Q4 2021 and has held it in 16 quarters since.
Obermeyer Wealth Partners's Palo Alto Networks position peaked at $896K in Q2 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.