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
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 $3.37T AUM 44.26% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital & Planning LLC's PANW Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Palo Alto Networks (PANW) in Q1 2026: 46 shares worth $7.38K. The stake represents ﹤0.01% of the portfolio and ranks #106 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in PANW as recently as Q4 2024.

Capital & Planning LLC first reported a position in PANW in Q4 2024 and has held it in 2 quarters since. The position peaked at $8.37K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Capital & Planning LLC held 46 shares of Palo Alto Networks worth $7.38K as of Q1 2026.
  • Palo Alto Networks was a new Capital & Planning LLC position in Q1 2026.
  • Palo Alto Networks made up ﹤0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #106 holding.
  • Capital & Planning LLC first reported a position in Palo Alto Networks in Q4 2024 and has held it in 2 quarters since.
  • Capital & Planning LLC's Palo Alto Networks position peaked at $8.37K in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.