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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

OV Management's PANW Position: Q1 2026 in Review

OV Management reduced its Palo Alto Networks (PANW) stake by 83% in Q1 2026, selling an estimated $451K and leaving 549 shares worth $88K. The position accounts for 0.18% of the portfolio, ranked #41.

OV Management first reported a position in PANW in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.13M in Q1 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

OV Management held 549 shares of Palo Alto Networks worth $88K as of Q1 2026.
OV Management sold 2,686 Palo Alto Networks shares in Q1 2026, an estimated $451K.
Palo Alto Networks made up 0.18% of OV Management's portfolio in Q1 2026, its #41 holding.
OV Management first reported a position in Palo Alto Networks in Q4 2023 and has held it in 10 quarters since.
OV Management's Palo Alto Networks position peaked at $1.13M in Q1 2025.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on OV Management's 13F filing for Q1 2026, filed 14 Apr 2026.