OV Management’s Palo Alto Networks PANW Stock Holding History

OV 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	$186K	Sell	544 -5	-0.9%	-$1.14K	0.35%	15
2026 Q1	$88K	Sell	549 -2,686	-83%	-$451K	0.18%	41
2025 Q4	$596K	Sell	3,235 -47	-1%	-$9.48K	0.52%	42
2025 Q3	$668K	Buy	3,282 +793	+32%	+$152K	0.57%	42
2025 Q2	$509K	Sell	2,489 -4,147	-62%	-$770K	0.43%	49
2025 Q1	$1.13M	Buy	6,636 +1,046	+19%	+$193K	0.53%	49
2024 Q4	$1.02M	Buy	5,590 +314	+6%	+$59.3K	0.47%	48
2024 Q3	$902K	Buy	5,276 +198	+4%	+$33.3K	0.6%	51
2024 Q2	$861K	Buy	5,078 +48	+1%	+$7.18K	0.6%	53
2024 Q1	$715K	Hold	5,030	–	–	0.52%	55
2023 Q4	$742K	Buy	+5,030	New	+$673K	0.61%	53

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

OV Management's PANW Position: Q2 2026 in Review

OV Management reduced its Palo Alto Networks (PANW) stake by 0.91% in Q2 2026, selling an estimated $1.14K and leaving 544 shares worth $186K. The position accounts for 0.35% of the portfolio, ranked #15.

OV Management first reported a position in PANW in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.13M in Q1 2025. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

OV Management held 544 shares of Palo Alto Networks worth $186K as of Q2 2026.
OV Management sold 5 Palo Alto Networks shares in Q2 2026, an estimated $1.14K.
Palo Alto Networks made up 0.35% of OV Management's portfolio in Q2 2026, its #15 holding.
OV Management first reported a position in Palo Alto Networks in Q4 2023 and has held it in 11 quarters since.
OV Management's Palo Alto Networks position peaked at $1.13M in Q1 2025.
2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on OV Management's 13F filing for Q2 2026, filed 10 Aug 2026.