OP Asset Management’s Palo Alto Networks PANW Stock Holding History

OP Asset Management’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	$31.1M	Sell	91,088 -48,197	-35%	-$11M	0.33%	48
2026 Q1	$22.3M	Buy	139,285 +65,195	+88%	+$11M	0.19%	72
2025 Q4	$13.6M	Buy	74,090 +410	+0.6%	+$82.7K	0.17%	101
2025 Q3	$15M	Buy	73,680 +1,824	+3%	+$349K	0.2%	91
2025 Q2	$14.7M	Buy	71,856 +853	+1%	+$158K	0.22%	82
2025 Q1	$12.1M	Buy	+71,003	New	+$13.1M	0.2%	90

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 $3.38T AUM 44.17% 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

OP Asset Management's PANW Position: Q2 2026 in Review

OP Asset Management reduced its Palo Alto Networks (PANW) stake by 35% in Q2 2026, selling an estimated $11M and leaving 91,088 shares worth $31.1M. The position accounts for 0.33% of the portfolio, ranked #48.

OP Asset Management first reported a position in PANW in Q1 2025 and has held it in 6 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

OP Asset Management held 91,088 shares of Palo Alto Networks worth $31.1M as of Q2 2026.
OP Asset Management sold 48,197 Palo Alto Networks shares in Q2 2026, an estimated $11M.
Palo Alto Networks made up 0.33% of OP Asset Management's portfolio in Q2 2026, its #48 holding.
OP Asset Management first reported a position in Palo Alto Networks in Q1 2025 and has held it in 6 quarters since.
2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.