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Capital A Wealth Management’s Palo Alto Networks PANW Stock Holding History

Capital A Wealth Management’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
Q2 		– Sell
-162
Closed -$27.6K – 728
2025
Q1 		$27.6K Hold
162
– – 0.03% 198
2024
Q4 		$29.5K Buy
+162
New +$30.6K 0.05% 198

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital A Wealth Management's PANW Position: Q2 2025 in Review

Capital A Wealth Management sold out of Palo Alto Networks (PANW) in Q2 2025, closing a stake of 162 shares — an estimated $27.6K sold.

Capital A Wealth Management first reported a position in PANW in Q4 2024 and held it in 2 quarters. The position peaked at $29.5K in Q4 2024. 2,373 funds tracked by Wall St. Rank hold PANW as of Q2 2025.

  • Capital A Wealth Management reported no remaining Palo Alto Networks position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 162 Palo Alto Networks shares in Q2 2025, an estimated $27.6K.
  • Capital A Wealth Management first reported a position in Palo Alto Networks in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Palo Alto Networks position peaked at $29.5K in Q4 2024.
  • 2,373 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.