Obermeyer Wealth Partners
PANW icon

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
Q3 		$1.81M Buy
4,560
+283
+7% +$101K 0.07% 84
2026
Q2 		$1.46M Buy
4,277
+67
+2% +$15.3K 0.06% 100
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Obermeyer Wealth Partners's PANW Position: Q3 2026 in Review

Obermeyer Wealth Partners increased its Palo Alto Networks (PANW) stake by 6.6% in Q3 2026, buying an estimated $101K and bringing the position to 4,560 shares worth $1.81M. The position accounts for 0.07% of the portfolio, ranked #84.

Obermeyer Wealth Partners first reported a position in PANW in Q4 2021 and has held it in 18 quarters since. 2,711 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • Obermeyer Wealth Partners held 4,560 shares of Palo Alto Networks worth $1.81M as of Q3 2026.
  • Obermeyer Wealth Partners bought 283 Palo Alto Networks shares in Q3 2026, an estimated $101K.
  • Palo Alto Networks made up 0.07% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #84 holding.
  • Obermeyer Wealth Partners first reported a position in Palo Alto Networks in Q4 2021 and has held it in 18 quarters since.
  • 2,711 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.