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Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

PANW holding history

Palo Alto Networks Inc in every 13F filed by Advisor OS, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PANW overviewAll 13F holders of PANWFull Q2 2026 holdings

Shares (Q2 2026)
5,098
Value
$1.74M
% of portfolio
0.1%
Quarters held
13
Since Q2 2023
Holdings of PANW by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,098$1.74M0.1%−90−1.7%ReducedHolders
Q1 20265,188$831.7K0.1%+1,231+31.1%AddedHolders
Q4 20253,957$728.9K0.1%−345−8.0%ReducedHolders
Q3 20254,302$876.0K0.1%+514+13.6%AddedHolders
Q2 20253,788$775.2K0.1%−139−3.5%ReducedHolders
Q1 20253,927$670.1K0.1%+40+1.0%AddedHolders
Q4 20243,887$707.3K0.1%−547−12.3%ReducedConverted for a 2-for-1 splitHolders
Q3 20242,217$757.8K0.1%−48−2.1%ReducedHolders
Q2 20242,265$767.9K0.1%−2,523−52.7%ReducedHolders
Q1 20244,788$1.36M0.2%−362−7.0%ReducedHolders
Q4 20235,150$1.52M0.2%+609+13.4%AddedHolders
Q3 20234,541$1.06M0.2%+3,455+318.1%AddedHolders
Q2 20231,086$277.5K<0.1%+1,086NewHolders