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Capstone Financial Advisors’s Palo Alto Networks PANW Stock Holding History

Capstone Financial Advisors’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
-1,311
Closed -$241K – 200
2025
Q4 		$241K Hold
1,311
– – 0.01% 150
2025
Q3 		$267K Hold
1,311
– – 0.01% 146
2025
Q2 		$268K Buy
1,311
+30
+2% +$5.57K 0.02% 133
2025
Q1 		$219K Sell
1,281
-101
-7% -$18.7K 0.01% 137
2024
Q4 		$251K Buy
1,382
+10
+0.7% +$1.89K 0.02% 126
2024
Q3 		$234K Buy
1,372
+6
+0.4% +$1.01K 0.01% 128
2024
Q2 		$232K Buy
+1,366
New +$204K 0.02% 131
2024
Q1 		– Sell
-1,454
Closed -$214K – 156
2023
Q4 		$214K Buy
+1,454
New +$194K 0.02% 131

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

Capstone Financial Advisors's PANW Position: Q1 2026 in Review

Capstone Financial Advisors sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 1,311 shares — an estimated $241K sold.

Capstone Financial Advisors first reported a position in PANW in Q4 2023 and held it in 8 quarters. The position peaked at $268K in Q2 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Capstone Financial Advisors reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
  • Capstone Financial Advisors sold 1,311 Palo Alto Networks shares in Q1 2026, an estimated $241K.
  • Capstone Financial Advisors first reported a position in Palo Alto Networks in Q4 2023 and held it in 8 quarters.
  • Capstone Financial Advisors's Palo Alto Networks position peaked at $268K in Q2 2025.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.