Orion Portfolio Solutions’s Palo Alto Networks PANW Stock Holding History

Orion Portfolio Solutions’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 Q1	$5.92M	Buy	34,668 +1,713	+5%	+$317K	0.06%	305
2024 Q4	$6M	Sell	32,955 -2,545	-7%	-$481K	0.06%	288
2024 Q3	$6.07M	Buy	35,500 +3,404	+11%	+$573K	0.06%	297
2024 Q2	$5.44M	Buy	32,096 +2,502	+8%	+$374K	0.06%	293
2024 Q1	$4.2M	Sell	29,594 -6	-0%	-$946	0.05%	369
2023 Q4	$4.28M	Buy	29,600 +2,358	+9%	+$315K	0.05%	339
2023 Q3	$3.19M	Sell	27,242 -1,424	-5%	-$169K	0.04%	413
2023 Q2	$3.66M	Sell	28,666 -2,554	-8%	-$266K	0.04%	413
2023 Q1	$3.12M	Buy	+31,220	New	+$2.65M	0.04%	416
2020 Q3	–	Sell	-210	Closed	-$8K	–	1554
2020 Q2	$8K	Sell	210 -30	-13%	-$1.06K	﹤0.01%	1295
2020 Q1	$7K	Sell	240 -342	-59%	-$11.9K	﹤0.01%	1195
2019 Q4	$22K	Buy	+582	New	+$22K	﹤0.01%	748

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Orion Portfolio Solutions's PANW Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Palo Alto Networks (PANW) stake by 5.2% in Q1 2025, buying an estimated $317K and bringing the position to 34,668 shares worth $5.92M. The position accounts for 0.06% of the portfolio, ranked #305.

Orion Portfolio Solutions first reported a position in PANW in Q4 2019 and has held it in 12 quarters since. The position peaked at $6.07M in Q3 2024. 2,256 funds tracked by Wall St. Rank hold PANW as of Q1 2025.

Orion Portfolio Solutions held 34,668 shares of Palo Alto Networks worth $5.92M as of Q1 2025.
Orion Portfolio Solutions bought 1,713 Palo Alto Networks shares in Q1 2025, an estimated $317K.
Palo Alto Networks made up 0.06% of Orion Portfolio Solutions's portfolio in Q1 2025, its #305 holding.
Orion Portfolio Solutions first reported a position in Palo Alto Networks in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's Palo Alto Networks position peaked at $6.07M in Q3 2024.
2,256 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.