Oliver Lagore Vanvalin Investment Group’s Palo Alto Networks PANW Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$1.72M	Buy	+10,059	New	+$1.87M	0.67%	37
2024 Q4	$1.65M	Sell	9,050 -1,390	-13%	-$263K	0.42%	45
2024 Q3	$1.78M	Sell	10,440 -222	-2%	-$37.4K	0.48%	45
2024 Q2	$1.81M	Buy	10,662 +822	+8%	+$123K	0.52%	39
2024 Q1	$1.4M	Buy	9,840 +1,484	+18%	+$234K	0.41%	52
2023 Q4	$1.23M	Buy	8,356 +2,650	+46%	+$354K	0.46%	40
2023 Q3	$669K	Buy	5,706 +2,122	+59%	+$251K	0.26%	59
2023 Q2	$458K	Buy	3,584 +2,398	+202%	+$250K	0.17%	86
2023 Q1	$118K	Buy	1,186 +912	+333%	+$77.3K	0.05%	117
2022 Q4	$19.1K	Buy	274 +88	+47%	+$7.07K	0.01%	280
2022 Q3	$15K	Sell	186 -264	-59%	-$22.9K	0.01%	280
2022 Q2	$37K	Buy	+450	New	+$39.9K	0.02%	203

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's PANW Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Palo Alto Networks (PANW) in Q2 2025: 10,059 shares worth $1.72M. The stake represents 0.67% of the portfolio and ranks #37 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in PANW as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in PANW in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.81M in Q2 2024. 2,374 funds tracked by Wall St. Rank hold PANW as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 10,059 shares of Palo Alto Networks worth $1.72M as of Q2 2025.
Palo Alto Networks was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Palo Alto Networks made up 0.67% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #37 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Palo Alto Networks in Q2 2022 and has held it in 12 quarters since.
Oliver Lagore Vanvalin Investment Group's Palo Alto Networks position peaked at $1.81M in Q2 2024.
2,374 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.