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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$13.2M Sell
38,594
-2,999
-7% -$686K 0.07% 90
2026
Q1
$6.67M Buy
+41,593
New +$6.99M 0.04% 107
2025
Q3
Sell
-3,936
Closed -$805K 171
2025
Q2
$805K Buy
3,936
+2,635
+203% +$489K 0.01% 113
2025
Q1
$222K Buy
+1,301
New +$241K ﹤0.01% 136

Other funds holding PANW

Capital Wealth Planning's PANW Position: Q2 2026 in Review

Capital Wealth Planning reduced its Palo Alto Networks (PANW) stake by 7.2% in Q2 2026, selling an estimated $686K and leaving 38,594 shares worth $13.2M. The position accounts for 0.07% of the portfolio, ranked #90.

Capital Wealth Planning first reported a position in PANW in Q1 2025 and has held it in 4 quarters since. 2,901 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Capital Wealth Planning held 38,594 shares of Palo Alto Networks worth $13.2M as of Q2 2026.
  • Capital Wealth Planning sold 2,999 Palo Alto Networks shares in Q2 2026, an estimated $686K.
  • Palo Alto Networks made up 0.07% of Capital Wealth Planning's portfolio in Q2 2026, its #90 holding.
  • Capital Wealth Planning first reported a position in Palo Alto Networks in Q1 2025 and has held it in 4 quarters since.
  • 2,901 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.