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Caerus Investment Advisors’s Palo Alto Networks PANW Stock Holding History

Caerus 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 		$257K Buy
+754
New +$173K 0.09% 238
2026
Q1 		– Sell
-3,684
Closed -$679K – 353
2025
Q4 		$679K Buy
3,684
+2,217
+151% +$447K 0.22% 101
2025
Q3 		$299K Buy
+1,467
New +$281K 0.12% 197

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

Caerus Investment Advisors's PANW Position: Q2 2026 in Review

Caerus Investment Advisors opened a new position in Palo Alto Networks (PANW) in Q2 2026: 754 shares worth $257K. The stake represents 0.09% of the portfolio and ranks #238 among its holdings. This is a return to the name: Caerus Investment Advisors previously reported a position in PANW as recently as Q4 2025.

Caerus Investment Advisors first reported a position in PANW in Q3 2025 and has held it in 3 quarters since. The position peaked at $679K in Q4 2025. 2,915 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Caerus Investment Advisors held 754 shares of Palo Alto Networks worth $257K as of Q2 2026.
  • Palo Alto Networks was a new Caerus Investment Advisors position in Q2 2026.
  • Palo Alto Networks made up 0.09% of Caerus Investment Advisors's portfolio in Q2 2026, its #238 holding.
  • Caerus Investment Advisors first reported a position in Palo Alto Networks in Q3 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's Palo Alto Networks position peaked at $679K in Q4 2025.
  • 2,915 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.