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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Investment Advisors's PANW Position: Q1 2026 in Review

Capital Investment Advisors increased its Palo Alto Networks (PANW) stake by 7% in Q1 2026, buying an estimated $113K and bringing the position to 10,300 shares worth $1.65M. The position accounts for 0.02% of the portfolio, ranked #266.

Capital Investment Advisors first reported a position in PANW in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.91M in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Capital Investment Advisors held 10,300 shares of Palo Alto Networks worth $1.65M as of Q1 2026.
  • Capital Investment Advisors bought 673 Palo Alto Networks shares in Q1 2026, an estimated $113K.
  • Palo Alto Networks made up 0.02% of Capital Investment Advisors's portfolio in Q1 2026, its #266 holding.
  • Capital Investment Advisors first reported a position in Palo Alto Networks in Q4 2021 and has held it in 18 quarters since.
  • Capital Investment Advisors's Palo Alto Networks position peaked at $1.91M in Q3 2025.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.