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

Oxford Wealth 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 		$578K Sell
1,694
-136
-7% -$31.1K 0.26% 58
2026
Q1 		$293K Sell
1,830
-12
-0.7% -$2.02K 0.16% 78
2025
Q4 		$339K Buy
+1,842
New +$372K 0.17% 75
2024
Q4 		$1.15M Sell
6,318
-138
-2% -$26.1K 0.74% 32
2024
Q3 		$1.1M Sell
6,456
-2,964
-31% -$499K 0.9% 32
2024
Q2 		$1.6M Buy
9,420
+2,998
+47% +$448K 1.1% 24
2024
Q1 		$912K Buy
+6,422
New +$1.01M 0.83% 34

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 Wealth Group's PANW Position: Q2 2026 in Review

Oxford Wealth Group reduced its Palo Alto Networks (PANW) stake by 7.4% in Q2 2026, selling an estimated $31.1K and leaving 1,694 shares worth $578K. The position accounts for 0.26% of the portfolio, ranked #58.

Oxford Wealth Group first reported a position in PANW in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.6M in Q2 2024. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Oxford Wealth Group held 1,694 shares of Palo Alto Networks worth $578K as of Q2 2026.
  • Oxford Wealth Group sold 136 Palo Alto Networks shares in Q2 2026, an estimated $31.1K.
  • Palo Alto Networks made up 0.26% of Oxford Wealth Group's portfolio in Q2 2026, its #58 holding.
  • Oxford Wealth Group first reported a position in Palo Alto Networks in Q1 2024 and has held it in 7 quarters since.
  • Oxford Wealth Group's Palo Alto Networks position peaked at $1.6M in Q2 2024.
  • 2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

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