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Osborne Partners Capital Management’s Palo Alto Networks PANW Stock Holding History

Osborne Partners 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
2026
Q2 		$19.4M Sell
56,975
-83,750
-60% -$19.2M 1.08% 25
2026
Q1 		$22.6M Buy
140,725
+32,501
+30% +$5.46M 1.19% 21
2025
Q4 		$19.9M Sell
108,224
-1,389
-1% -$280K 1.03% 25
2025
Q3 		$22.3M Sell
109,613
-374
-0.3% -$71.6K 1.13% 19
2025
Q2 		$22.5M Sell
109,987
-480
-0.4% -$89.1K 1.2% 17
2025
Q1 		$18.9M Buy
110,467
+175
+0.2% +$32.4K 1.09% 21
2024
Q4 		$20.1M Sell
110,292
-88
-0.1% -$16.6K 1.16% 21
2024
Q3 		$18.9M Sell
110,380
-1,860
-2% -$313K 1.07% 21
2024
Q2 		$19M Buy
112,240
+598
+0.5% +$89.4K 1.14% 22
2024
Q1 		$15.9M Sell
111,642
-36,430
-25% -$5.75M 0.98% 29
2023
Q4 		$21.8M Sell
148,072
-2,050
-1% -$274K 1.43% 16
2023
Q3 		$17.6M Buy
150,122
+760
+0.5% +$89.9K 1.3% 21
2023
Q2 		$19.1M Sell
149,362
-43,948
-23% -$4.57M 1.38% 20
2023
Q1 		$19.3M Buy
193,310
+1,700
+0.9% +$144K 1.42% 15
2022
Q4 		$13.4M Buy
191,610
+6,886
+4% +$553K 1.05% 25
2022
Q3 		$15.1M Buy
184,724
+1,052
+0.6% +$91.1K 1.27% 17
2022
Q2 		$15.1M Buy
183,672
+23,598
+15% +$2.09M 1.16% 20
2022
Q1 		$16.6M Sell
160,074
-63,930
-29% -$5.72M 1.23% 21
2021
Q4 		$20.8M Buy
224,004
+1,566
+0.7% +$135K 1.52% 15
2021
Q3 		$17.8M Buy
222,438
+11,382
+5% +$800K 1.43% 18
2021
Q2 		$13.1M Buy
211,056
+9,942
+5% +$589K 1.07% 22
2021
Q1 		$10.8M Sell
201,114
-53,334
-21% -$3.17M 0.98% 29
2020
Q4 		$15.1M Buy
254,448
+25,038
+11% +$1.17M 1.84% 8
2020
Q3 		$9.36M Sell
229,410
-8,778
-4% -$365K 1.88% 12
2020
Q2 		$9.12M Sell
238,188
-14,640
-6% -$516K 1.95% 11
2020
Q1 		$6.91M Buy
252,828
+101,388
+67% +$3.54M 1.8% 13
2019
Q4 		$5.84M Sell
151,440
-2,700
-2% -$102K 1.18% 33
2019
Q3 		$5.24M Buy
154,140
+16,770
+12% +$594K 1.05% 36
2019
Q2 		$4.67M Buy
137,370
+53,280
+63% +$1.99M 0.89% 43
2019
Q1 		$3.4M Buy
84,090
+12,930
+18% +$480K 0.66% 57
2018
Q4 		$2.23M Buy
+71,160
New +$2.22M 0.33% 84

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Osborne Partners Capital Management's PANW Position: Q2 2026 in Review

Osborne Partners Capital Management reduced its Palo Alto Networks (PANW) stake by 60% in Q2 2026, selling an estimated $19.2M and leaving 56,975 shares worth $19.4M. The position accounts for 1.08% of the portfolio, ranked #25.

Osborne Partners Capital Management first reported a position in PANW in Q4 2018 and has held it in 31 quarters since. The position peaked at $22.6M in Q1 2026. 2,916 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Osborne Partners Capital Management held 56,975 shares of Palo Alto Networks worth $19.4M as of Q2 2026.
  • Osborne Partners Capital Management sold 83,750 Palo Alto Networks shares in Q2 2026, an estimated $19.2M.
  • Palo Alto Networks made up 1.08% of Osborne Partners Capital Management's portfolio in Q2 2026, its #25 holding.
  • Osborne Partners Capital Management first reported a position in Palo Alto Networks in Q4 2018 and has held it in 31 quarters since.
  • Osborne Partners Capital Management's Palo Alto Networks position peaked at $22.6M in Q1 2026.
  • 2,916 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Osborne Partners Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.