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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Caprock Group's PANW Position: Q1 2026 in Review

Caprock Group sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 26,477 shares — an estimated $4.88M sold.

Caprock Group first reported a position in PANW in Q3 2020 and held it in 21 quarters. The position peaked at $4.88M in Q4 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Caprock Group reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
  • Caprock Group sold 26,477 Palo Alto Networks shares in Q1 2026, an estimated $4.88M.
  • Caprock Group first reported a position in Palo Alto Networks in Q3 2020 and held it in 21 quarters.
  • Caprock Group's Palo Alto Networks position peaked at $4.88M in Q4 2025.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.