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Capasso Planning Partners’s Palo Alto Networks PANW Stock Holding History

Capasso Planning Partners’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
2025
Q3 		– Sell
-1,034
Closed -$212K – 80
2025
Q2 		$212K Buy
+1,034
New +$192K 0.12% 80
2025
Q1 		– Sell
-1,130
Closed -$206K – 103
2024
Q4 		$206K Sell
1,130
-154
-12% -$29.1K 0.08% 100
2024
Q3 		$219K Buy
+1,284
New +$216K 0.06% 141

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Capasso Planning Partners's PANW Position: Q3 2025 in Review

Capasso Planning Partners sold out of Palo Alto Networks (PANW) in Q3 2025, closing a stake of 1,034 shares — an estimated $212K sold.

Capasso Planning Partners first reported a position in PANW in Q3 2024 and held it in 3 quarters. The position peaked at $219K in Q3 2024. 2,429 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

  • Capasso Planning Partners reported no remaining Palo Alto Networks position as of Q3 2025 after selling out during the quarter.
  • Capasso Planning Partners sold 1,034 Palo Alto Networks shares in Q3 2025, an estimated $212K.
  • Capasso Planning Partners first reported a position in Palo Alto Networks in Q3 2024 and held it in 3 quarters.
  • Capasso Planning Partners's Palo Alto Networks position peaked at $219K in Q3 2024.
  • 2,429 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on Capasso Planning Partners's 13F filing for Q3 2025, filed 12 Nov 2025.