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 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 $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

Pin Oak Investment Advisors's PANW Position: Q1 2026 in Review

Pin Oak Investment Advisors held its Palo Alto Networks (PANW) position steady in Q1 2026 at 131 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #305.

Pin Oak Investment Advisors first reported a position in PANW in Q3 2018 and has held it in 23 quarters since. The position peaked at $35K in Q4 2023. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Pin Oak Investment Advisors held 131 shares of Palo Alto Networks worth $21K as of Q1 2026.
Pin Oak Investment Advisors left its Palo Alto Networks share count unchanged in Q1 2026.
Palo Alto Networks made up 0.01% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #305 holding.
Pin Oak Investment Advisors first reported a position in Palo Alto Networks in Q3 2018 and has held it in 23 quarters since.
Pin Oak Investment Advisors's Palo Alto Networks position peaked at $35K in Q4 2023.
2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.