OSAM
PANW icon

O'Shaughnessy Asset Management’s Palo Alto Networks PANW Stock Holding History

O'Shaughnessy 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
Q2 		$44.2M Sell
129,721
-19,218
-13% -$4.4M 0.2% 95
2026
Q1 		$23.9M Buy
148,939
+31,523
+27% +$5.3M 0.12% 185
2025
Q4 		$21.6M Buy
117,416
+1,995
+2% +$402K 0.12% 187
2025
Q3 		$23.5M Buy
115,421
+8,792
+8% +$1.68M 0.14% 157
2025
Q2 		$21.8M Sell
106,629
-1,244
-1% -$231K 0.15% 158
2025
Q1 		$18.4M Buy
107,873
+28,739
+36% +$5.31M 0.15% 161
2024
Q4 		$14.4M Buy
79,134
+8,934
+13% +$1.69M 0.12% 172
2024
Q3 		$13.1M Buy
70,200
+12,672
+22% +$2.13M 0.12% 200
2024
Q2 		$9.75M Buy
57,528
+6,548
+13% +$979K 0.1% 225
2024
Q1 		$7.24M Buy
50,980
+5,496
+12% +$867K 0.08% 274
2023
Q4 		$6.71M Buy
45,484
+9,396
+26% +$1.26M 0.09% 258
2023
Q3 		$4.23M Buy
36,088
+15,822
+78% +$1.87M 0.06% 317
2023
Q2 		$2.59M Buy
20,266
+52
+0.3% +$5.41K 0.04% 396
2023
Q1 		$2.02M Buy
20,214
+3,744
+23% +$317K 0.03% 449
2022
Q4 		$1.15M Sell
16,470
-7,106
-30% -$571K 0.02% 556
2022
Q3 		$1.93M Buy
23,576
+2,696
+13% +$233K 0.04% 402
2022
Q2 		$1.72M Buy
20,880
+66
+0.3% +$5.85K 0.03% 423
2022
Q1 		$2.16M Sell
20,814
-7,614
-27% -$681K 0.04% 389
2021
Q4 		$2.64M Buy
28,428
+4,488
+19% +$388K 0.05% 325
2021
Q3 		$1.91M Buy
23,940
+4,368
+22% +$307K 0.04% 324
2021
Q2 		$1.21M Buy
19,572
+2,334
+14% +$138K 0.02% 427
2021
Q1 		$925K Buy
17,238
+16,404
+1,967% +$975K 0.02% 423
2020
Q4 		$49K Buy
834
+348
+72% +$16.3K ﹤0.01% 1246
2020
Q3 		$20K Buy
486
+84
+21% +$3.49K ﹤0.01% 1253
2020
Q2 		$15K Buy
+402
New +$14.2K ﹤0.01% 1193
2020
Q1 		– Sell
-78
Closed -$3K – 1669
2019
Q4 		$3K Buy
+78
New +$2.95K ﹤0.01% 1598
2018
Q4 		– Sell
-12
Closed – – 994
2018
Q3 		$0 Hold
12
– – ﹤0.01% 950
2018
Q2 		$0 Buy
+12
New +$400 ﹤0.01% 971

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

O'Shaughnessy Asset Management's PANW Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Palo Alto Networks (PANW) stake by 13% in Q2 2026, selling an estimated $4.4M and leaving 129,721 shares worth $44.2M. The position accounts for 0.2% of the portfolio, ranked #95.

O'Shaughnessy Asset Management first reported a position in PANW in Q2 2018 and has held it in 28 quarters since. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • O'Shaughnessy Asset Management held 129,721 shares of Palo Alto Networks worth $44.2M as of Q2 2026.
  • O'Shaughnessy Asset Management sold 19,218 Palo Alto Networks shares in Q2 2026, an estimated $4.4M.
  • Palo Alto Networks made up 0.2% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #95 holding.
  • O'Shaughnessy Asset Management first reported a position in Palo Alto Networks in Q2 2018 and has held it in 28 quarters since.
  • 2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.