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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Advisors Inc's PANW Position: Q1 2026 in Review

Capital Advisors Inc increased its Palo Alto Networks (PANW) stake by 3.5% in Q1 2026, buying an estimated $1.98M and bringing the position to 353,810 shares worth $56.7M. The position accounts for 0.91% of the portfolio, ranked #35.

Capital Advisors Inc first reported a position in PANW in Q2 2023 and has held it in 12 quarters since. The position peaked at $63.3M in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Capital Advisors Inc held 353,810 shares of Palo Alto Networks worth $56.7M as of Q1 2026.
Capital Advisors Inc bought 11,805 Palo Alto Networks shares in Q1 2026, an estimated $1.98M.
Palo Alto Networks made up 0.91% of Capital Advisors Inc's portfolio in Q1 2026, its #35 holding.
Capital Advisors Inc first reported a position in Palo Alto Networks in Q2 2023 and has held it in 12 quarters since.
Capital Advisors Inc's Palo Alto Networks position peaked at $63.3M in Q3 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Capital Advisors Inc's 13F filing for Q1 2026, filed 27 Apr 2026.