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

Capital Advisors Ltd’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	$64K	Sell	188 -47	-20%	-$10.8K	0.01%	476
2026 Q1	$38K	Buy	235 +121	+106%	+$20.3K	﹤0.01%	556
2025 Q4	$21K	Buy	114 +2	+2%	+$403	﹤0.01%	646
2025 Q3	$23K	Sell	112 -6	-5%	-$1.15K	﹤0.01%	622
2025 Q2	$24K	Sell	118 -34	-22%	-$6.31K	﹤0.01%	598
2025 Q1	$26K	Sell	152 -4	-3%	-$740	﹤0.01%	576
2024 Q4	$28K	Buy	156 +2	+1%	+$378	﹤0.01%	564
2024 Q3	$26K	Buy	154 +82	+114%	+$13.8K	﹤0.01%	572
2024 Q2	$12K	Buy	72 +60	+500%	+$8.97K	﹤0.01%	718
2024 Q1	$2K	Buy	+12	New	+$1.89K	﹤0.01%	1062
2023 Q2	–	Sell	-28	Closed	-$3K	–	1477
2023 Q1	$3K	Sell	28 -52	-65%	-$4.41K	﹤0.01%	825
2022 Q4	$6K	Buy	80 +32	+67%	+$2.57K	﹤0.01%	632
2022 Q3	$4K	Buy	48 +24	+100%	+$2.08K	﹤0.01%	694
2022 Q2	$2K	Buy	24 +18	+300%	+$1.6K	﹤0.01%	684
2022 Q1	$1K	Sell	6 -6	-50%	-$537	﹤0.01%	770
2021 Q4	$1K	Buy	+12	New	+$1.04K	﹤0.01%	727
2021 Q2	–	Sell	-168	Closed	-$9K	–	487
2021 Q1	$9K	Buy	+168	New	+$9.98K	﹤0.01%	416
2020 Q1	–	Sell	-1,440	Closed	-$56K	–	470
2019 Q4	$56K	Buy	+1,440	New	+$54.5K	0.01%	253
2019 Q2	–	Sell	-1,200	Closed	-$49K	–	461
2019 Q1	$49K	Hold	1,200	–	–	0.01%	289
2018 Q4	$38K	Hold	1,200	–	–	0.01%	307
2018 Q3	$45K	Hold	1,200	–	–	0.01%	317
2018 Q2	$41K	Hold	1,200	–	–	0.01%	247
2018 Q1	$36K	Hold	1,200	–	–	0.01%	246
2017 Q4	$29K	Hold	1,200	–	–	0.01%	258
2017 Q3	$29K	Hold	1,200	–	–	0.01%	254
2017 Q2	$27K	Hold	1,200	–	–	0.01%	263
2017 Q1	$23K	Hold	1,200	–	–	0.01%	250
2016 Q4	$25K	Hold	1,200	–	–	0.01%	240
2016 Q3	$32K	Hold	1,200	–	–	0.01%	226
2016 Q2	$25K	Hold	1,200	–	–	0.01%	230
2016 Q1	$33K	Buy	+1,200	New	+$29.5K	0.02%	213

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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

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

Capital Advisors Ltd reduced its Palo Alto Networks (PANW) stake by 20% in Q2 2026, selling an estimated $10.8K and leaving 188 shares worth $64K. The position accounts for 0.01% of the portfolio, ranked #476.

Capital Advisors Ltd first reported a position in PANW in Q1 2016 and has held it in 31 quarters since. 1,132 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Capital Advisors Ltd held 188 shares of Palo Alto Networks worth $64K as of Q2 2026.
Capital Advisors Ltd sold 47 Palo Alto Networks shares in Q2 2026, an estimated $10.8K.
Palo Alto Networks made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #476 holding.
Capital Advisors Ltd first reported a position in Palo Alto Networks in Q1 2016 and has held it in 31 quarters since.
1,132 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.