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

Oppenheimer 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 Q1	$13.2M	Sell	82,517 -35,920	-30%	-$6.03M	0.15%	160
2025 Q4	$21.8M	Sell	118,437 -1,875	-2%	-$378K	0.27%	86
2025 Q3	$24.5M	Buy	120,312 +1,099	+0.9%	+$210K	0.27%	84
2025 Q2	$24.4M	Buy	119,213 +2,784	+2%	+$517K	0.28%	83
2025 Q1	$19.9M	Sell	116,429 -3,344	-3%	-$618K	0.25%	104
2024 Q4	$21.8M	Sell	119,773 -1,993	-2%	-$377K	0.26%	89
2024 Q3	$20.8M	Buy	121,766 +28,394	+30%	+$4.78M	0.25%	97
2024 Q2	$15.8M	Buy	93,372 +10,364	+12%	+$1.55M	0.2%	114
2024 Q1	$11.8M	Sell	83,008 -16,688	-17%	-$2.63M	0.17%	141
2023 Q4	$14.7M	Sell	99,696 -6,048	-6%	-$809K	0.2%	117
2023 Q3	$12.4M	Sell	105,744 -9,298	-8%	-$1.1M	0.19%	127
2023 Q2	$14.7M	Buy	115,042 +20,696	+22%	+$2.15M	0.22%	111
2023 Q1	$9.42M	Buy	94,346 +13,904	+17%	+$1.18M	0.15%	172
2022 Q4	$5.61M	Sell	80,442 -10,036	-11%	-$806K	0.09%	239
2022 Q3	$7.41M	Buy	90,478 +11,038	+14%	+$956K	0.13%	198
2022 Q2	$6.54M	Sell	79,440 -9,678	-11%	-$858K	0.11%	220
2022 Q1	$9.25M	Sell	89,118 -18,444	-17%	-$1.65M	0.13%	186
2021 Q4	$9.98M	Buy	107,562 +108	+0.1%	+$9.34K	0.13%	190
2021 Q3	$8.58M	Sell	107,454 -7,386	-6%	-$519K	0.12%	198
2021 Q2	$7.1M	Buy	114,840 +9,030	+9%	+$535K	0.1%	239
2021 Q1	$5.68M	Buy	105,810 +23,076	+28%	+$1.37M	0.09%	271
2020 Q4	$4.9M	Buy	82,734 +11,586	+16%	+$541K	0.08%	280
2020 Q3	$2.9M	Buy	71,148 +7,860	+12%	+$327K	0.06%	346
2020 Q2	$2.42M	Buy	63,288 +10,974	+21%	+$387K	0.05%	363
2020 Q1	$1.43M	Sell	52,314 -7,350	-12%	-$257K	0.04%	430
2019 Q4	$2.3M	Buy	59,664 +2,352	+4%	+$89K	0.05%	387
2019 Q3	$1.95M	Buy	57,312 +19,422	+51%	+$687K	0.04%	412
2019 Q2	$1.29M	Sell	37,890 -12,822	-25%	-$480K	0.03%	536
2019 Q1	$2.05M	Buy	50,712 +16,218	+47%	+$602K	0.05%	396
2018 Q4	$1.08M	Buy	34,494 +20,076	+139%	+$626K	0.03%	539
2018 Q3	$541K	Buy	14,418 +1,320	+10%	+$48.1K	0.01%	791
2018 Q2	$449K	Sell	13,098 -1,296	-9%	-$43.2K	0.01%	825
2018 Q1	$436K	Sell	14,394 -121,668	-89%	-$3.38M	0.01%	821
2017 Q4	$3.27M	Hold	136,062	–	–	0.09%	272
2017 Q3	$3.27M	Buy	136,062 +3,114	+2%	+$70.9K	0.08%	274
2017 Q2	$2.96M	Sell	132,948 -5,676	-4%	-$115K	0.08%	273
2017 Q1	$2.6M	Buy	+138,624	New	+$3.1M	0.07%	290

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

Oppenheimer Asset Management's PANW Position: Q1 2026 in Review

Oppenheimer Asset Management reduced its Palo Alto Networks (PANW) stake by 30% in Q1 2026, selling an estimated $6.03M and leaving 82,517 shares worth $13.2M. The position accounts for 0.15% of the portfolio, ranked #160.

Oppenheimer Asset Management first reported a position in PANW in Q1 2017 and has held it in 37 quarters since. The position peaked at $24.5M in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Oppenheimer Asset Management held 82,517 shares of Palo Alto Networks worth $13.2M as of Q1 2026.
Oppenheimer Asset Management sold 35,920 Palo Alto Networks shares in Q1 2026, an estimated $6.03M.
Palo Alto Networks made up 0.15% of Oppenheimer Asset Management's portfolio in Q1 2026, its #160 holding.
Oppenheimer Asset Management first reported a position in Palo Alto Networks in Q1 2017 and has held it in 37 quarters since.
Oppenheimer Asset Management's Palo Alto Networks position peaked at $24.5M in Q3 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Oppenheimer Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.