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Capital Advisors Inc’s Palo Alto Networks PANW Stock Holding History

Capital Advisors Inc’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 		$102M Sell
297,911
-55,899
-16% -$12.8M 1.49% 18
2026
Q1 		$56.7M Buy
353,810
+11,805
+3% +$1.98M 0.91% 35
2025
Q4 		$63M Buy
342,005
+30,969
+10% +$6.25M 1.01% 29
2025
Q3 		$63.3M Buy
311,036
+54,931
+21% +$10.5M 1.06% 24
2025
Q2 		$52.4M Buy
256,105
+12,421
+5% +$2.31M 0.94% 40
2025
Q1 		$41.6M Buy
243,684
+45,210
+23% +$8.36M 0.83% 44
2024
Q4 		$36.1M Buy
198,474
+8,040
+4% +$1.52M 0.72% 55
2024
Q3 		$32.5M Buy
190,434
+188,374
+9,144% +$31.7M 0.65% 62
2024
Q2 		$349K Buy
2,060
+390
+23% +$58.3K 0.01% 234
2024
Q1 		$237K Buy
1,670
+44
+3% +$6.94K 0.01% 275
2023
Q4 		$240K Sell
1,626
-170
-9% -$22.7K 0.01% 260
2023
Q3 		$211K Buy
1,796
+200
+13% +$23.7K 0.01% 243
2023
Q2 		$204K Buy
+1,596
New +$166K 0.01% 261

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

Capital Advisors Inc's PANW Position: Q2 2026 in Review

Capital Advisors Inc reduced its Palo Alto Networks (PANW) stake by 16% in Q2 2026, selling an estimated $12.8M and leaving 297,911 shares worth $102M. The position accounts for 1.49% of the portfolio, ranked #18.

Capital Advisors Inc first reported a position in PANW in Q2 2023 and has held it in 13 quarters since. 2,907 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Capital Advisors Inc held 297,911 shares of Palo Alto Networks worth $102M as of Q2 2026.
  • Capital Advisors Inc sold 55,899 Palo Alto Networks shares in Q2 2026, an estimated $12.8M.
  • Palo Alto Networks made up 1.49% of Capital Advisors Inc's portfolio in Q2 2026, its #18 holding.
  • Capital Advisors Inc first reported a position in Palo Alto Networks in Q2 2023 and has held it in 13 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.