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 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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Opal Wealth Advisors's PANW Position: Q1 2026 in Review

Opal Wealth Advisors increased its Palo Alto Networks (PANW) stake by 7.3% in Q1 2026, buying an estimated $19.7K and bringing the position to 1,719 shares worth $276K. The position accounts for 0.06% of the portfolio, ranked #158.

Opal Wealth Advisors first reported a position in PANW in Q3 2021 and has held it in 13 quarters since. The position peaked at $329K in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Opal Wealth Advisors held 1,719 shares of Palo Alto Networks worth $276K as of Q1 2026.
Opal Wealth Advisors bought 117 Palo Alto Networks shares in Q1 2026, an estimated $19.7K.
Palo Alto Networks made up 0.06% of Opal Wealth Advisors's portfolio in Q1 2026, its #158 holding.
Opal Wealth Advisors first reported a position in Palo Alto Networks in Q3 2021 and has held it in 13 quarters since.
Opal Wealth Advisors's Palo Alto Networks position peaked at $329K in Q3 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.