Pin Oak Investment Advisors’s Palo Alto Networks PANW Stock Holding History

Pin Oak Investment Advisors’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	$47K	Buy	137 +6	+5%	+$1.37K	0.03%	225
2026 Q1	$21K	Hold	131	–	–	0.01%	305
2025 Q4	$21K	Hold	131	–	–	0.01%	312
2025 Q3	$26.7K	Buy	131 +7	+6%	+$1.34K	0.02%	276
2025 Q2	$21K	Hold	124	–	–	0.02%	276
2025 Q1	$21K	Buy	124 +62	+100%	+$11.5K	0.02%	264
2024 Q4	$21K	Sell	62 -62	-50%	-$11.7K	0.02%	267
2024 Q3	$21K	Hold	124	–	–	0.02%	268
2024 Q2	$21K	Buy	+124	New	+$18.5K	0.02%	255
2024 Q1	–	Sell	-240	Closed	-$35K	–	472
2023 Q4	$35K	Buy	240 +70	+41%	+$9.36K	0.04%	199
2023 Q3	$20K	Sell	170 -50	-23%	-$5.92K	0.02%	251
2023 Q2	$28K	Buy	+220	New	+$22.9K	0.03%	215
2021 Q3	–	Sell	-420	Closed	-$26K	–	424
2021 Q2	$26K	Hold	420	–	–	0.03%	224
2021 Q1	$23K	Hold	420	–	–	0.02%	241
2020 Q4	$25K	Hold	420	–	–	0.02%	243
2020 Q3	$17K	Hold	420	–	–	0.02%	261
2020 Q2	$16K	Hold	420	–	–	0.01%	250
2020 Q1	$11K	Hold	420	–	–	0.01%	284
2019 Q4	$16K	Hold	420	–	–	0.01%	281
2019 Q3	$14K	Hold	420	–	–	0.01%	290
2019 Q2	$14K	Sell	420 -180	-30%	-$6.73K	0.01%	310
2019 Q1	$24K	Hold	600	–	–	0.02%	237
2018 Q4	$19K	Hold	600	–	–	0.02%	249
2018 Q3	$23K	Buy	+600	New	+$21.8K	0.02%	247

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

Pin Oak Investment Advisors's PANW Position: Q2 2026 in Review

Pin Oak Investment Advisors increased its Palo Alto Networks (PANW) stake by 4.6% in Q2 2026, buying an estimated $1.37K and bringing the position to 137 shares worth $47K. The position accounts for 0.03% of the portfolio, ranked #225.

Pin Oak Investment Advisors first reported a position in PANW in Q3 2018 and has held it in 24 quarters since. 2,927 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Pin Oak Investment Advisors held 137 shares of Palo Alto Networks worth $47K as of Q2 2026.
Pin Oak Investment Advisors bought 6 Palo Alto Networks shares in Q2 2026, an estimated $1.37K.
Palo Alto Networks made up 0.03% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #225 holding.
Pin Oak Investment Advisors first reported a position in Palo Alto Networks in Q3 2018 and has held it in 24 quarters since.
2,927 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.