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 Q2	$429K	Buy	+1,259	New	+$288K	0.02%	118
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capstone Financial Advisors's PANW Position: Q2 2026 in Review

Capstone Financial Advisors opened a new position in Palo Alto Networks (PANW) in Q2 2026: 1,259 shares worth $429K. The stake represents 0.02% of the portfolio and ranks #118 among its holdings. This is a return to the name: Capstone Financial Advisors previously reported a position in PANW as recently as Q4 2025.

Capstone Financial Advisors first reported a position in PANW in Q4 2023 and has held it in 9 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Capstone Financial Advisors held 1,259 shares of Palo Alto Networks worth $429K as of Q2 2026.
Palo Alto Networks was a new Capstone Financial Advisors position in Q2 2026.
Palo Alto Networks made up 0.02% of Capstone Financial Advisors's portfolio in Q2 2026, its #118 holding.
Capstone Financial Advisors first reported a position in Palo Alto Networks in Q4 2023 and has held it in 9 quarters since.
2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.