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Aptus Capital Advisors’s Palo Alto Networks PANW Stock Holding History

Aptus Capital 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 		$21.9M Buy
64,288
+107
+0.2% +$24.5K 0.15% 118
2026
Q1 		$10.3M Buy
64,181
+24,570
+62% +$4.13M 0.08% 205
2025
Q4 		$7.3M Buy
39,611
+28,862
+269% +$5.82M 0.05% 268
2025
Q3 		$2.19M Buy
10,749
+1,967
+22% +$377K 0.02% 419
2025
Q2 		$1.8M Buy
8,782
+1,327
+18% +$246K 0.01% 441
2025
Q1 		$1.27M Buy
7,455
+1,215
+19% +$225K 0.01% 462
2024
Q4 		$1.14M Buy
6,240
+1,288
+26% +$243K 0.01% 479
2024
Q3 		$846K Buy
4,952
+1,074
+28% +$181K 0.01% 442
2024
Q2 		$657K Buy
3,878
+202
+5% +$30.2K 0.01% 458
2024
Q1 		$522K Buy
3,676
+1,102
+43% +$174K 0.01% 509
2023
Q4 		$380K Sell
2,574
-1,356
-35% -$181K 0.01% 429
2023
Q3 		$461K Buy
3,930
+1,860
+90% +$220K 0.01% 397
2023
Q2 		$264K Sell
2,070
-762
-27% -$79.3K 0.01% 428
2023
Q1 		$283K Sell
2,832
-4,952
-64% -$420K 0.01% 400
2022
Q4 		$543K Sell
7,784
-1,354
-15% -$109K 0.02% 338
2022
Q3 		$1.91M Buy
+9,138
New +$791K 0.05% 202

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

Aptus Capital Advisors's PANW Position: Q2 2026 in Review

Aptus Capital Advisors increased its Palo Alto Networks (PANW) stake by 0.17% in Q2 2026, buying an estimated $24.5K and bringing the position to 64,288 shares worth $21.9M. The position accounts for 0.15% of the portfolio, ranked #118.

Aptus Capital Advisors first reported a position in PANW in Q3 2022 and has held it in 16 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Aptus Capital Advisors held 64,288 shares of Palo Alto Networks worth $21.9M as of Q2 2026.
  • Aptus Capital Advisors bought 107 Palo Alto Networks shares in Q2 2026, an estimated $24.5K.
  • Palo Alto Networks made up 0.15% of Aptus Capital Advisors's portfolio in Q2 2026, its #118 holding.
  • Aptus Capital Advisors first reported a position in Palo Alto Networks in Q3 2022 and has held it in 16 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.