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Oxford Financial Group’s Palo Alto Networks PANW Stock Holding History

Oxford Financial Group’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 		$1.58M Buy
4,626
+291
+7% +$66.6K 0.08% 73
2026
Q1 		$695K Buy
+4,335
New +$728K 0.04% 131
2023
Q3 		– Sell
-1,766
Closed -$226K – 283
2023
Q2 		$226K Buy
+1,766
New +$184K 0.02% 211

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

Oxford Financial Group's PANW Position: Q2 2026 in Review

Oxford Financial Group increased its Palo Alto Networks (PANW) stake by 6.7% in Q2 2026, buying an estimated $66.6K and bringing the position to 4,626 shares worth $1.58M. The position accounts for 0.08% of the portfolio, ranked #73.

Oxford Financial Group first reported a position in PANW in Q2 2023 and has held it in 3 quarters since. 2,915 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Oxford Financial Group held 4,626 shares of Palo Alto Networks worth $1.58M as of Q2 2026.
  • Oxford Financial Group bought 291 Palo Alto Networks shares in Q2 2026, an estimated $66.6K.
  • Palo Alto Networks made up 0.08% of Oxford Financial Group's portfolio in Q2 2026, its #73 holding.
  • Oxford Financial Group first reported a position in Palo Alto Networks in Q2 2023 and has held it in 3 quarters since.
  • 2,915 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.