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

Capital Planning 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	$813K	Sell	5,073 -528	-9%	-$88.7K	0.12%	87
2025 Q4	$1.03M	Sell	5,601 -5	-0.1%	-$1.01K	0.14%	89
2025 Q3	$1.14M	Buy	5,606 +5	+0.1%	+$957	0.16%	83
2025 Q2	$1.15M	Sell	5,601 -4	-0.1%	-$743	0.17%	72
2025 Q1	$956K	Sell	5,605 -321	-5%	-$59.4K	0.15%	77
2024 Q4	$1.08M	Sell	5,926 -2	-0%	-$378	0.17%	78
2024 Q3	$1.01M	Sell	5,928 -172	-3%	-$29K	0.15%	74
2024 Q2	$1.03M	Sell	6,100 -446	-7%	-$66.7K	0.18%	74
2024 Q1	$930K	Sell	6,546 -202	-3%	-$31.9K	0.16%	75
2023 Q4	$995K	Hold	6,748	–	–	0.19%	74
2023 Q3	$791K	Hold	6,748	–	–	0.17%	73
2023 Q2	$862K	Buy	6,748 +4,208	+166%	+$438K	0.17%	74
2023 Q1	$254K	Sell	2,540 -988	-28%	-$83.7K	0.05%	112
2022 Q4	$246K	Buy	+3,528	New	+$283K	0.06%	111

Other funds holding PANW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Capital Planning Advisors reduced its Palo Alto Networks (PANW) stake by 9.4% in Q1 2026, selling an estimated $88.7K and leaving 5,073 shares worth $813K. The position accounts for 0.12% of the portfolio, ranked #87.

Capital Planning Advisors first reported a position in PANW in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.15M in Q2 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Capital Planning Advisors held 5,073 shares of Palo Alto Networks worth $813K as of Q1 2026.
Capital Planning Advisors sold 528 Palo Alto Networks shares in Q1 2026, an estimated $88.7K.
Palo Alto Networks made up 0.12% of Capital Planning Advisors's portfolio in Q1 2026, its #87 holding.
Capital Planning Advisors first reported a position in Palo Alto Networks in Q4 2022 and has held it in 14 quarters since.
Capital Planning Advisors's Palo Alto Networks position peaked at $1.15M in Q2 2025.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.