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 Q3	$3.61M	Sell	9,075 -33	-0.4%	-$11.7K	0.41%	51
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

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Capital Advisors Wealth Management's PANW Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its Palo Alto Networks (PANW) stake by 0.36% in Q3 2026, selling an estimated $11.7K and leaving 9,075 shares worth $3.61M. The position accounts for 0.41% of the portfolio, ranked #51.

Capital Advisors Wealth Management first reported a position in PANW in Q4 2021 and has held it in 16 quarters since. 158 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

Capital Advisors Wealth Management held 9,075 shares of Palo Alto Networks worth $3.61M as of Q3 2026.
Capital Advisors Wealth Management sold 33 Palo Alto Networks shares in Q3 2026, an estimated $11.7K.
Palo Alto Networks made up 0.41% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #51 holding.
Capital Advisors Wealth Management first reported a position in Palo Alto Networks in Q4 2021 and has held it in 16 quarters since.
158 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.