CPL
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Capital & Planning LLC’s Palo Alto Networks PANW Stock Holding History

Capital & Planning LLC’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 		– Sell
-46
Closed -$7.38K – 119
2026
Q1 		$7.38K Buy
+46
New +$7.73K ﹤0.01% 106
2025
Q1 		– Sell
-46
Closed -$8.37K – 134
2024
Q4 		$8.37K Buy
+46
New +$8.69K 0.01% 104

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 & Planning LLC's PANW Position: Q2 2026 in Review

Capital & Planning LLC sold out of Palo Alto Networks (PANW) in Q2 2026, closing a stake of 46 shares — an estimated $7.38K sold.

Capital & Planning LLC first reported a position in PANW in Q4 2024 and held it in 2 quarters. The position peaked at $8.37K in Q4 2024. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Capital & Planning LLC reported no remaining Palo Alto Networks position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 46 Palo Alto Networks shares in Q2 2026, an estimated $7.38K.
  • Capital & Planning LLC first reported a position in Palo Alto Networks in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's Palo Alto Networks position peaked at $8.37K in Q4 2024.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.