OIA
PANW icon

Optimum Investment Advisors’s Palo Alto Networks PANW Stock Holding History

Optimum Investment 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
2025
Q3 		$487K Hold
2,390
– – 0.19% 98
2025
Q2 		$489K Hold
2,390
– – 0.21% 94
2025
Q1 		$408K Hold
2,390
– – 0.19% 108
2024
Q4 		$435K Hold
2,390
– – 0.19% 108
2024
Q3 		$408K Hold
2,390
– – 0.18% 117
2024
Q2 		$405K Hold
2,390
– – 0.18% 116
2024
Q1 		$340K Buy
2,390
+40
+2% +$6.31K 0.16% 138
2023
Q4 		$346K Sell
2,350
-50
-2% -$6.68K 0.17% 120
2023
Q3 		$281K Hold
2,400
– – 0.14% 148
2023
Q2 		$307K Sell
2,400
-140
-6% -$14.6K 0.15% 140
2023
Q1 		$254K Buy
2,540
+140
+6% +$11.9K 0.13% 154
2022
Q4 		$167K Sell
2,400
-1,200
-33% -$96.4K 0.09% 204
2022
Q3 		$295K Hold
3,600
– – 0.16% 140
2022
Q2 		$296K Hold
3,600
– – 0.15% 144
2022
Q1 		$374K Hold
3,600
– – 0.16% 135
2021
Q4 		$334K Hold
3,600
– – 0.13% 158
2021
Q3 		$287K Hold
3,600
– – 0.12% 166
2021
Q2 		$223K Hold
3,600
– – 0.07% 243
2021
Q1 		$193K Hold
3,600
– – 0.06% 270
2020
Q4 		$213K Hold
3,600
– – 0.06% 237
2020
Q3 		$147K Hold
3,600
– – 0.05% 271
2020
Q2 		$138K Hold
3,600
– – 0.05% 279
2020
Q1 		$98K Hold
3,600
– – 0.04% 310
2019
Q4 		$139K Hold
3,600
– – 0.04% 333
2019
Q3 		$122K Hold
3,600
– – 0.04% 339
2019
Q2 		$122K Hold
3,600
– – 0.04% 338
2019
Q1 		$146K Buy
3,600
+1,200
+50% +$44.5K 0.05% 322
2018
Q4 		$75K Buy
+2,400
New +$74.8K 0.03% 398

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Optimum Investment Advisors's PANW Position: Q3 2025 in Review

Optimum Investment Advisors held its Palo Alto Networks (PANW) position steady in Q3 2025 at 2,390 shares worth $487K. The position accounts for 0.19% of the portfolio, ranked #98.

Optimum Investment Advisors first reported a position in PANW in Q4 2018 and has held it in 28 quarters since. The position peaked at $489K in Q2 2025. 2,430 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

  • Optimum Investment Advisors held 2,390 shares of Palo Alto Networks worth $487K as of Q3 2025.
  • Optimum Investment Advisors left its Palo Alto Networks share count unchanged in Q3 2025.
  • Palo Alto Networks made up 0.19% of Optimum Investment Advisors's portfolio in Q3 2025, its #98 holding.
  • Optimum Investment Advisors first reported a position in Palo Alto Networks in Q4 2018 and has held it in 28 quarters since.
  • Optimum Investment Advisors's Palo Alto Networks position peaked at $489K in Q2 2025.
  • 2,430 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.