Bedell Frazier Investment Counselling, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1388142
Walnut Creek, CA
Position in PANW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,263,161
+$162,014 QoQ
Shares Held
7,879
+31.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Bedell Frazier Investment Counselling, LLC holds $17,914,826 across 4 Software - Infrastructure names. PANW ranks #3 (7.1% of the industry book) .
All Filings in PANW
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,263,161 | 7,879 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,101,147 | 5,978 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,184,050 | 5,815 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $883,430 | 4,317 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $593,144 | 3,476 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $695,451 | 3,822 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $652,496 | 1,909 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $640,389 | 1,889 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $501,205 | 1,764 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $455,589 | 1,545 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||