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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Obermeyer Wealth Partners's PANW Position: Q2 2026 in Review

Obermeyer Wealth Partners increased its Palo Alto Networks (PANW) stake by 1.6% in Q2 2026, buying an estimated $15.3K and bringing the position to 4,277 shares worth $1.46M. The position accounts for 0.06% of the portfolio, ranked #100.

Obermeyer Wealth Partners first reported a position in PANW in Q4 2021 and has held it in 17 quarters since. 2,916 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Obermeyer Wealth Partners held 4,277 shares of Palo Alto Networks worth $1.46M as of Q2 2026.
Obermeyer Wealth Partners bought 67 Palo Alto Networks shares in Q2 2026, an estimated $15.3K.
Palo Alto Networks made up 0.06% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #100 holding.
Obermeyer Wealth Partners first reported a position in Palo Alto Networks in Q4 2021 and has held it in 17 quarters since.
2,916 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.