CG
PANW icon

Caprock Group’s Palo Alto Networks PANW Stock Holding History

Caprock Group’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 		$9.71M Buy
+28,477
New +$6.52M 0.19% 91
2026
Q1 		– Sell
-26,477
Closed -$4.88M – 1246
2025
Q4 		$4.88M Buy
26,477
+6,048
+30% +$1.22M 0.1% 170
2025
Q3 		$3.89M Buy
+20,429
New +$3.91M 0.1% 181
2025
Q1 		$4.13M Buy
24,204
+3,956
+20% +$732K 0.13% 139
2024
Q4 		$3.68M Sell
20,248
-1,020
-5% -$193K 0.12% 147
2024
Q3 		$3.63M Buy
21,268
+830
+4% +$140K 0.13% 138
2024
Q2 		$3.46M Buy
20,438
+6,054
+42% +$906K 0.14% 114
2024
Q1 		$2.04M Buy
14,384
+1,868
+15% +$295K 0.12% 128
2023
Q4 		$1.85M Buy
12,516
+5,578
+80% +$746K 0.12% 146
2023
Q3 		$813K Buy
6,938
+2,580
+59% +$305K 0.06% 250
2023
Q2 		$557K Sell
4,358
-332
-7% -$34.5K 0.04% 349
2023
Q1 		$468K Buy
4,690
+1,168
+33% +$99K 0.04% 379
2022
Q4 		$246K Sell
3,522
-4,984
-59% -$400K 0.02% 455
2022
Q3 		$697K Buy
8,506
+592
+7% +$51.3K 0.07% 210
2022
Q2 		$652K Buy
7,914
+3,066
+63% +$272K 0.06% 222
2022
Q1 		$503K Sell
4,848
-60
-1% -$5.37K 0.05% 288
2021
Q4 		$455K Sell
4,908
-1,026
-17% -$88.8K 0.04% 315
2021
Q3 		$474K Sell
5,934
-582
-9% -$40.9K 0.04% 267
2021
Q2 		$403K Buy
6,516
+174
+3% +$10.3K 0.04% 297
2021
Q1 		$340K Buy
6,342
+66
+1% +$3.92K 0.04% 302
2020
Q4 		$372K Buy
6,276
+462
+8% +$21.6K 0.04% 276
2020
Q3 		$237K Buy
+5,814
New +$242K 0.03% 335

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
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

Caprock Group's PANW Position: Q2 2026 in Review

Caprock Group opened a new position in Palo Alto Networks (PANW) in Q2 2026: 28,477 shares worth $9.71M. The stake represents 0.19% of the portfolio and ranks #91 among its holdings. This is a return to the name: Caprock Group previously reported a position in PANW as recently as Q4 2025.

Caprock Group first reported a position in PANW in Q3 2020 and has held it in 22 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Caprock Group held 28,477 shares of Palo Alto Networks worth $9.71M as of Q2 2026.
  • Palo Alto Networks was a new Caprock Group position in Q2 2026.
  • Palo Alto Networks made up 0.19% of Caprock Group's portfolio in Q2 2026, its #91 holding.
  • Caprock Group first reported a position in Palo Alto Networks in Q3 2020 and has held it in 22 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.