Capital Analysts LLC’s Palo Alto Networks PANW Stock Holding History

Capital Analysts LLC’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	$629K	Sell	3,920 -21	-0.5%	-$3.53K	0.02%	405
2025 Q4	$725K	Buy	3,941 +401	+11%	+$80.9K	0.02%	364
2025 Q3	$721K	Buy	3,540 +59	+2%	+$11.3K	0.02%	364
2025 Q2	$712K	Buy	3,481 +26	+0.8%	+$4.83K	0.02%	330
2025 Q1	$590K	Buy	3,455 +191	+6%	+$35.3K	0.02%	339
2024 Q4	$594K	Sell	3,264 -50	-2%	-$9.45K	0.02%	312
2024 Q3	$566K	Buy	3,314 +502	+18%	+$84.5K	0.02%	311
2024 Q2	$477K	Buy	2,812 +114	+4%	+$17.1K	0.02%	336
2024 Q1	$383K	Buy	2,698 +60	+2%	+$9.46K	0.02%	347
2023 Q4	$389K	Buy	2,638 +1,730	+191%	+$231K	0.02%	345
2023 Q3	$106K	Buy	+908	New	+$107K	0.01%	471
2023 Q1	–	Sell	-12	Closed	-$1K	–	1046
2022 Q4	$1K	Hold	12	–	–	﹤0.01%	1035
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	1066
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	984
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	908
2021 Q4	$1K	Hold	12	–	–	﹤0.01%	984
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	961
2021 Q2	$1K	Sell	12 -90	-88%	-$5.33K	﹤0.01%	915
2021 Q1	$5K	Buy	+102	New	+$6.06K	﹤0.01%	877

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 Analysts LLC's PANW Position: Q1 2026 in Review

Capital Analysts LLC reduced its Palo Alto Networks (PANW) stake by 0.53% in Q1 2026, selling an estimated $3.53K and leaving 3,920 shares worth $629K. The position accounts for 0.02% of the portfolio, ranked #405.

Capital Analysts LLC first reported a position in PANW in Q1 2021 and has held it in 19 quarters since. The position peaked at $725K in Q4 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Capital Analysts LLC held 3,920 shares of Palo Alto Networks worth $629K as of Q1 2026.
Capital Analysts LLC sold 21 Palo Alto Networks shares in Q1 2026, an estimated $3.53K.
Palo Alto Networks made up 0.02% of Capital Analysts LLC's portfolio in Q1 2026, its #405 holding.
Capital Analysts LLC first reported a position in Palo Alto Networks in Q1 2021 and has held it in 19 quarters since.
Capital Analysts LLC's Palo Alto Networks position peaked at $725K in Q4 2025.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.