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Capital Market Strategies’s Palo Alto Networks PANW Stock Holding History

Capital Market Strategies’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
2025
Q2 		$256K Sell
1,251
-137
-10% -$25.4K 0.18% 112
2025
Q1 		$237K Buy
1,388
+169
+14% +$31.3K 0.16% 119
2024
Q4 		$222K Buy
1,219
+33
+3% +$6.23K 0.13% 135
2024
Q3 		$203K Buy
+1,186
New +$200K 0.12% 143

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Market Strategies's PANW Position: Q2 2025 in Review

Capital Market Strategies reduced its Palo Alto Networks (PANW) stake by 9.9% in Q2 2025, selling an estimated $25.4K and leaving 1,251 shares worth $256K. The position accounts for 0.18% of the portfolio, ranked #112.

Capital Market Strategies first reported a position in PANW in Q3 2024 and has held it in 4 quarters since. 2,374 funds tracked by Wall St. Rank hold PANW as of Q2 2025.

  • Capital Market Strategies held 1,251 shares of Palo Alto Networks worth $256K as of Q2 2025.
  • Capital Market Strategies sold 137 Palo Alto Networks shares in Q2 2025, an estimated $25.4K.
  • Palo Alto Networks made up 0.18% of Capital Market Strategies's portfolio in Q2 2025, its #112 holding.
  • Capital Market Strategies first reported a position in Palo Alto Networks in Q3 2024 and has held it in 4 quarters since.
  • 2,374 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2025.

Based on Capital Market Strategies's 13F filing for Q2 2025, filed 2 Jul 2025.