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

Capital Investment Advisory Services’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 		$2.38M Buy
6,973
+91
+1% +$20.8K 0.15% 164
2026
Q1 		$1.1M Buy
6,882
+627
+10% +$105K 0.08% 240
2025
Q4 		$1.15M Buy
6,255
+155
+3% +$31.3K 0.08% 234
2025
Q3 		$1.24M Buy
6,100
+1,113
+22% +$213K 0.1% 214
2025
Q2 		$1.02M Buy
4,987
+185
+4% +$34.4K 0.08% 224
2025
Q1 		$819K Buy
4,802
+22
+0.5% +$4.07K 0.07% 239
2024
Q4 		$870K Buy
4,780
+166
+4% +$31.4K 0.08% 208
2024
Q3 		$789K Sell
4,614
-174
-4% -$29.3K 0.07% 226
2024
Q2 		$812K Buy
4,788
+120
+3% +$17.9K 0.08% 217
2024
Q1 		$663K Buy
+4,668
New +$736K 0.07% 248
2019
Q4 		– Sell
-786
Closed -$27K – 1053
2019
Q3 		$27K Buy
786
+600
+323% +$21.2K 0.01% 730
2019
Q2 		$7K Buy
+186
New +$6.96K ﹤0.01% 1063

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Capital Investment Advisory Services increased its Palo Alto Networks (PANW) stake by 1.3% in Q2 2026, buying an estimated $20.8K and bringing the position to 6,973 shares worth $2.38M. The position accounts for 0.15% of the portfolio, ranked #164.

Capital Investment Advisory Services first reported a position in PANW in Q2 2019 and has held it in 12 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Capital Investment Advisory Services held 6,973 shares of Palo Alto Networks worth $2.38M as of Q2 2026.
  • Capital Investment Advisory Services bought 91 Palo Alto Networks shares in Q2 2026, an estimated $20.8K.
  • Palo Alto Networks made up 0.15% of Capital Investment Advisory Services's portfolio in Q2 2026, its #164 holding.
  • Capital Investment Advisory Services first reported a position in Palo Alto Networks in Q2 2019 and has held it in 12 quarters since.
  • 1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.