Capital Asset Advisory Services’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$215K Buy
+629
New +$144K 0.01% 344
2022
Q2
Sell
-2,298
Closed -$238K 598
2022
Q1
$238K Sell
2,298
-948
-29% -$84.8K 0.03% 360
2021
Q4
$301K Sell
3,246
-1,860
-36% -$161K 0.03% 324
2021
Q3
$408K Sell
5,106
-3,816
-43% -$268K 0.05% 295
2021
Q2
$552K Buy
8,922
+1,086
+14% +$64.3K 0.06% 242
2021
Q1
$421K Buy
7,836
+1,422
+22% +$84.5K 0.06% 282
2020
Q4
$380K Buy
+6,414
New +$300K 0.07% 244

Other funds holding PANW

Capital Asset Advisory Services's PANW Position: Q2 2026 in Review

Capital Asset Advisory Services opened a new position in Palo Alto Networks (PANW) in Q2 2026: 629 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #344 among its holdings. This is a return to the name: Capital Asset Advisory Services previously reported a position in PANW as recently as Q1 2022.

Capital Asset Advisory Services first reported a position in PANW in Q4 2020 and has held it in 7 quarters since. The position peaked at $552K in Q2 2021. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Capital Asset Advisory Services held 629 shares of Palo Alto Networks worth $215K as of Q2 2026.
  • Palo Alto Networks was a new Capital Asset Advisory Services position in Q2 2026.
  • Palo Alto Networks made up 0.01% of Capital Asset Advisory Services's portfolio in Q2 2026, its #344 holding.
  • Capital Asset Advisory Services first reported a position in Palo Alto Networks in Q4 2020 and has held it in 7 quarters since.
  • Capital Asset Advisory Services's Palo Alto Networks position peaked at $552K in Q2 2021.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.