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

Capital Advisors 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
2026
Q2 		$3.11M Sell
9,108
-1,119
-11% -$256K 0.36% 55
2026
Q1 		$1.64M Sell
10,227
-672
-6% -$113K 0.22% 70
2025
Q4 		$2.01M Buy
10,899
+486
+5% +$98K 0.27% 64
2025
Q3 		$2.12M Sell
10,413
-179
-2% -$34.3K 0.3% 58
2025
Q2 		$2.17M Buy
10,592
+180
+2% +$33.4K 0.34% 57
2025
Q1 		$1.78M Buy
10,412
+284
+3% +$52.5K 0.31% 52
2024
Q4 		$1.84M Buy
10,128
+1,360
+16% +$257K 0.33% 48
2024
Q3 		$1.5M Buy
8,768
+238
+3% +$40.1K 0.28% 50
2024
Q2 		$1.45M Buy
8,530
+1,058
+14% +$158K 0.29% 49
2024
Q1 		$1.06M Buy
7,472
+5,564
+292% +$878K 0.22% 54
2023
Q4 		$281K Buy
1,908
+2
+0.1% +$267 0.06% 111
2023
Q3 		$223K Buy
1,906
+68
+4% +$8.05K 0.06% 121
2023
Q2 		$235K Buy
+1,838
New +$191K 0.06% 119
2022
Q2 		– Sell
-2,424
Closed -$251K – 125
2022
Q1 		$251K Sell
2,424
-24
-1% -$2.15K 0.08% 102
2021
Q4 		$227K Buy
+2,448
New +$212K 0.07% 109

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Capital Advisors Wealth Management's PANW Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its Palo Alto Networks (PANW) stake by 11% in Q2 2026, selling an estimated $256K and leaving 9,108 shares worth $3.11M. The position accounts for 0.36% of the portfolio, ranked #55.

Capital Advisors Wealth Management first reported a position in PANW in Q4 2021 and has held it in 15 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Capital Advisors Wealth Management held 9,108 shares of Palo Alto Networks worth $3.11M as of Q2 2026.
  • Capital Advisors Wealth Management sold 1,119 Palo Alto Networks shares in Q2 2026, an estimated $256K.
  • Palo Alto Networks made up 0.36% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Capital Advisors Wealth Management first reported a position in Palo Alto Networks in Q4 2021 and has held it in 15 quarters since.
  • 1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

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