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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
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 $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

Oxford Financial Group's PANW Position: Q1 2026 in Review

Oxford Financial Group opened a new position in Palo Alto Networks (PANW) in Q1 2026: 4,335 shares worth $695K. The stake represents 0.04% of the portfolio and ranks #131 among its holdings. This is a return to the name: Oxford Financial Group previously reported a position in PANW as recently as Q2 2023.

Oxford Financial Group first reported a position in PANW in Q2 2023 and has held it in 2 quarters since. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Oxford Financial Group held 4,335 shares of Palo Alto Networks worth $695K as of Q1 2026.
  • Palo Alto Networks was a new Oxford Financial Group position in Q1 2026.
  • Palo Alto Networks made up 0.04% of Oxford Financial Group's portfolio in Q1 2026, its #131 holding.
  • Oxford Financial Group first reported a position in Palo Alto Networks in Q2 2023 and has held it in 2 quarters since.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.