Opal Wealth Advisors
PANW icon

Opal Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Opal Wealth Advisors’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 		$626K Buy
1,576
+61
+4% +$21.7K 0.13% 80
2026
Q2 		$517K Sell
1,515
-204
-12% -$46.7K 0.11% 98
2026
Q1 		$276K Buy
1,719
+117
+7% +$19.7K 0.06% 158
2025
Q4 		$295K Sell
1,602
-16
-1% -$3.23K 0.08% 159
2025
Q3 		$329K Buy
1,618
+292
+22% +$55.9K 0.09% 136
2025
Q2 		$271K Sell
1,326
-13
-1% -$2.41K 0.08% 154
2025
Q1 		$228K Buy
1,339
+5
+0.4% +$925 0.07% 162
2024
Q4 		$243K Buy
1,334
+108
+9% +$20.4K 0.07% 156
2024
Q3 		$210K Sell
1,226
-50
-4% -$8.42K 0.07% 180
2024
Q2 		$216K Sell
1,276
-178
-12% -$26.6K 0.07% 161
2024
Q1 		$207K Sell
1,454
-276
-16% -$43.5K 0.07% 167
2023
Q4 		$255K Buy
1,730
+14
+0.8% +$1.87K 0.1% 142
2023
Q3 		$201K Buy
+1,716
New +$203K 0.12% 138
2022
Q1 		– Sell
-2,814
Closed -$261K – 127
2021
Q4 		$261K Sell
2,814
-78
-3% -$6.75K 0.17% 93
2021
Q3 		$231K Buy
+2,892
New +$203K 0.22% 68

Other funds holding PANW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Opal Wealth Advisors's PANW Position: Q3 2026 in Review

Opal Wealth Advisors increased its Palo Alto Networks (PANW) stake by 4% in Q3 2026, buying an estimated $21.7K and bringing the position to 1,576 shares worth $626K. The position accounts for 0.13% of the portfolio, ranked #80.

Opal Wealth Advisors first reported a position in PANW in Q3 2021 and has held it in 15 quarters since. 1,854 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • Opal Wealth Advisors held 1,576 shares of Palo Alto Networks worth $626K as of Q3 2026.
  • Opal Wealth Advisors bought 61 Palo Alto Networks shares in Q3 2026, an estimated $21.7K.
  • Palo Alto Networks made up 0.13% of Opal Wealth Advisors's portfolio in Q3 2026, its #80 holding.
  • Opal Wealth Advisors first reported a position in Palo Alto Networks in Q3 2021 and has held it in 15 quarters since.
  • 1,854 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.