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

Capital Investment Advisors’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 		$3.71M Buy
10,885
+585
+6% +$134K 0.05% 184
2026
Q1 		$1.65M Buy
10,300
+673
+7% +$113K 0.02% 266
2025
Q4 		$1.77M Buy
9,627
+237
+3% +$47.8K 0.03% 249
2025
Q3 		$1.91M Buy
9,390
+737
+9% +$141K 0.03% 240
2025
Q2 		$1.77M Sell
8,653
-1,042
-11% -$194K 0.03% 242
2025
Q1 		$1.65M Buy
9,695
+732
+8% +$135K 0.03% 241
2024
Q4 		$1.63M Buy
8,963
+563
+7% +$106K 0.03% 237
2024
Q3 		$1.44M Buy
8,400
+440
+6% +$74.1K 0.03% 258
2024
Q2 		$1.35M Buy
7,960
+656
+9% +$98.1K 0.03% 250
2024
Q1 		$1.04M Buy
7,304
+366
+5% +$57.7K 0.02% 284
2023
Q4 		$1.02M Buy
6,938
+3,668
+112% +$490K 0.03% 273
2023
Q3 		$383K Buy
3,270
+394
+14% +$46.6K 0.01% 408
2023
Q2 		$367K Buy
2,876
+82
+3% +$8.53K 0.01% 391
2023
Q1 		$279K Sell
2,794
-136
-5% -$11.5K 0.01% 452
2022
Q4 		$204K Sell
2,930
-96
-3% -$7.71K 0.01% 530
2022
Q3 		$248K Sell
3,026
-454
-13% -$39.3K 0.01% 459
2022
Q2 		$286K Buy
3,480
+1,122
+48% +$99.5K 0.01% 442
2022
Q1 		$245K Buy
2,358
+66
+3% +$5.91K 0.01% 507
2021
Q4 		$213K Buy
+2,292
New +$198K 0.01% 546

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Capital Investment Advisors increased its Palo Alto Networks (PANW) stake by 5.7% in Q2 2026, buying an estimated $134K and bringing the position to 10,885 shares worth $3.71M. The position accounts for 0.05% of the portfolio, ranked #184.

Capital Investment Advisors first reported a position in PANW in Q4 2021 and has held it in 19 quarters since. 2,924 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Capital Investment Advisors held 10,885 shares of Palo Alto Networks worth $3.71M as of Q2 2026.
  • Capital Investment Advisors bought 585 Palo Alto Networks shares in Q2 2026, an estimated $134K.
  • Palo Alto Networks made up 0.05% of Capital Investment Advisors's portfolio in Q2 2026, its #184 holding.
  • Capital Investment Advisors first reported a position in Palo Alto Networks in Q4 2021 and has held it in 19 quarters since.
  • 2,924 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.