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Caldwell Sutter Capital’s Palo Alto Networks PANW Stock Holding History

Caldwell Sutter Capital’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 		$384K Buy
1,126
+148
+15% +$33.9K 0.14% 153
2026
Q1 		$157K Buy
978
+44
+5% +$7.39K 0.06% 242
2025
Q4 		$172K Buy
934
+8
+0.9% +$1.61K 0.07% 231
2025
Q3 		$189K Sell
926
-56
-6% -$10.7K 0.08% 218
2025
Q2 		$201K Buy
982
+21
+2% +$3.9K 0.09% 206
2025
Q1 		$164K Sell
961
-65
-6% -$12K 0.08% 226
2024
Q4 		$187K Sell
1,026
-92
-8% -$17.4K 0.09% 211
2024
Q3 		$191K Sell
1,118
-200
-15% -$33.7K 0.09% 212
2024
Q2 		$223K Buy
1,318
+422
+47% +$63.1K 0.11% 176
2024
Q1 		$127K Buy
896
+142
+19% +$22.4K 0.06% 251
2023
Q4 		$111K Buy
754
+6
+0.8% +$802 0.06% 256
2023
Q3 		$87.7K Sell
748
-78
-9% -$9.23K 0.05% 268
2023
Q2 		$106K Buy
826
+380
+85% +$39.5K 0.06% 243
2023
Q1 		$44.5K Buy
+446
New +$37.8K 0.03% 254

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

Caldwell Sutter Capital's PANW Position: Q2 2026 in Review

Caldwell Sutter Capital increased its Palo Alto Networks (PANW) stake by 15% in Q2 2026, buying an estimated $33.9K and bringing the position to 1,126 shares worth $384K. The position accounts for 0.14% of the portfolio, ranked #153.

Caldwell Sutter Capital first reported a position in PANW in Q1 2023 and has held it in 14 quarters since. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Caldwell Sutter Capital held 1,126 shares of Palo Alto Networks worth $384K as of Q2 2026.
  • Caldwell Sutter Capital bought 148 Palo Alto Networks shares in Q2 2026, an estimated $33.9K.
  • Palo Alto Networks made up 0.14% of Caldwell Sutter Capital's portfolio in Q2 2026, its #153 holding.
  • Caldwell Sutter Capital first reported a position in Palo Alto Networks in Q1 2023 and has held it in 14 quarters since.
  • 2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.