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

Osterweis 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
Q1 		$32.1K Sell
200
-560
-74% -$94.1K ﹤0.01% 216
2025
Q4 		$140K Hold
760
– – 0.01% 156
2025
Q3 		$155K Buy
760
+200
+36% +$38.3K 0.01% 153
2025
Q2 		$115K Buy
560
+555
+11,100% +$103K 0.01% 167
2025
Q1 		$853 Buy
+5
New +$925 ﹤0.01% 247

Other funds holding PANW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Osterweis Capital Management's PANW Position: Q1 2026 in Review

Osterweis Capital Management reduced its Palo Alto Networks (PANW) stake by 74% in Q1 2026, selling an estimated $94.1K and leaving 200 shares worth $32.1K. The position accounts for ﹤0.01% of the portfolio, ranked #216.

Osterweis Capital Management first reported a position in PANW in Q1 2025 and has held it in 5 quarters since. The position peaked at $155K in Q3 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Osterweis Capital Management held 200 shares of Palo Alto Networks worth $32.1K as of Q1 2026.
  • Osterweis Capital Management sold 560 Palo Alto Networks shares in Q1 2026, an estimated $94.1K.
  • Palo Alto Networks made up ﹤0.01% of Osterweis Capital Management's portfolio in Q1 2026, its #216 holding.
  • Osterweis Capital Management first reported a position in Palo Alto Networks in Q1 2025 and has held it in 5 quarters since.
  • Osterweis Capital Management's Palo Alto Networks position peaked at $155K in Q3 2025.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Osterweis Capital Management's 13F filing for Q1 2026, filed 15 May 2026.