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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
Q2 		– Sell
-200
Closed -$32.1K – 239
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 $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 $3.38T AUM 44.17% 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

Osterweis Capital Management's PANW Position: Q2 2026 in Review

Osterweis Capital Management sold out of Palo Alto Networks (PANW) in Q2 2026, closing a stake of 200 shares — an estimated $32.1K sold.

Osterweis Capital Management first reported a position in PANW in Q1 2025 and held it in 5 quarters. The position peaked at $155K in Q3 2025. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Osterweis Capital Management reported no remaining Palo Alto Networks position as of Q2 2026 after selling out during the quarter.
  • Osterweis Capital Management sold 200 Palo Alto Networks shares in Q2 2026, an estimated $32.1K.
  • Osterweis Capital Management first reported a position in Palo Alto Networks in Q1 2025 and held it in 5 quarters.
  • Osterweis Capital Management's Palo Alto Networks position peaked at $155K in Q3 2025.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Osterweis Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.