Cape Investment Advisory’s Palo Alto Networks PANW Stock Holding History

Cape Investment Advisory’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	$32.1K	Buy	+94	New	+$21.5K	0.01%	611
2026 Q1	–	Sell	-323	Closed	-$59.5K	–	893
2025 Q4	$59.5K	Buy	323 +15	+5%	+$3.03K	0.02%	380
2025 Q3	$62.7K	Sell	308 -82	-21%	-$15.7K	0.06%	203
2025 Q2	$79.8K	Sell	390 -20	-5%	-$3.71K	0.03%	299
2025 Q1	$70K	Sell	410 -2	-0.5%	-$370	0.03%	296
2024 Q4	$75K	Buy	412 +134	+48%	+$25.3K	0.03%	273
2024 Q3	$47.5K	Buy	278 +260	+1,444%	+$43.8K	0.02%	327
2024 Q2	$3.05K	Sell	18 -200	-92%	-$29.9K	﹤0.01%	747
2024 Q1	$31K	Buy	218 +200	+1,111%	+$31.5K	0.01%	373
2023 Q4	$2.65K	Hold	18	–	–	﹤0.01%	889
2023 Q3	$2.11K	Hold	18	–	–	﹤0.01%	784
2023 Q2	$2.3K	Hold	18	–	–	﹤0.01%	757
2023 Q1	$1.8K	Buy	+18	New	+$1.52K	﹤0.01%	826

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Cape Investment Advisory's PANW Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Palo Alto Networks (PANW) in Q2 2026: 94 shares worth $32.1K. The stake represents 0.01% of the portfolio and ranks #611 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in PANW as recently as Q4 2025.

Cape Investment Advisory first reported a position in PANW in Q1 2023 and has held it in 13 quarters since. The position peaked at $79.8K in Q2 2025. 1,118 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Cape Investment Advisory held 94 shares of Palo Alto Networks worth $32.1K as of Q2 2026.
Palo Alto Networks was a new Cape Investment Advisory position in Q2 2026.
Palo Alto Networks made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #611 holding.
Cape Investment Advisory first reported a position in Palo Alto Networks in Q1 2023 and has held it in 13 quarters since.
Cape Investment Advisory's Palo Alto Networks position peaked at $79.8K in Q2 2025.
1,118 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.