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Orser Capital Management’s Palo Alto Networks PANW Stock Holding History

Orser Capital 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
2025
Q1 		– Sell
-8,440
Closed -$1.54M – 51
2024
Q4 		$1.54M Sell
8,440
-148
-2% -$28K 1.06% 26
2024
Q3 		$1.47M Hold
8,588
– – 1.05% 28
2024
Q2 		$1.46M Sell
8,588
-434
-5% -$64.9K 1.09% 28
2024
Q1 		$1.28M Buy
9,022
+1,450
+19% +$229K 1.2% 28
2023
Q4 		$1.12M Sell
7,572
-1,462
-16% -$195K 1.22% 28
2023
Q3 		$1.06M Buy
+9,034
New +$1.07M 1.05% 35

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Orser Capital Management's PANW Position: Q1 2025 in Review

Orser Capital Management sold out of Palo Alto Networks (PANW) in Q1 2025, closing a stake of 8,440 shares — an estimated $1.54M sold.

Orser Capital Management first reported a position in PANW in Q3 2023 and held it in 6 quarters. The position peaked at $1.54M in Q4 2024. 2,257 funds tracked by Wall St. Rank hold PANW as of Q1 2025.

  • Orser Capital Management reported no remaining Palo Alto Networks position as of Q1 2025 after selling out during the quarter.
  • Orser Capital Management sold 8,440 Palo Alto Networks shares in Q1 2025, an estimated $1.54M.
  • Orser Capital Management first reported a position in Palo Alto Networks in Q3 2023 and held it in 6 quarters.
  • Orser Capital Management's Palo Alto Networks position peaked at $1.54M in Q4 2024.
  • 2,257 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2025.

Based on Orser Capital Management's 13F filing for Q1 2025, filed 10 Apr 2025.