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

Capstone Investment 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 		$11.5M Sell
71,700
-35,100
-33% -$5.9M 0.02% 265
2025
Q4 		$19.7M Sell
106,800
-13,000
-11% -$2.62M 0.04% 178
2025
Q3 		$24.4M Buy
119,800
+86,700
+262% +$16.6M 0.05% 176
2025
Q2 		$6.77M Sell
33,100
-14,600
-31% -$2.71M 0.02% 331
2025
Q1 		$8.14M Sell
47,700
-45,300
-49% -$8.38M 0.02% 347
2024
Q4 		$16.9M Buy
93,000
+23,800
+34% +$4.5M 0.04% 247
2024
Q3 		$11.8M Sell
69,200
-5,800
-8% -$976K 0.04% 266
2024
Q2 		$12.7M Buy
75,000
+8,200
+12% +$1.23M 0.04% 260
2024
Q1 		$9.49M Buy
66,800
+4,800
+8% +$757K 0.03% 289
2023
Q4 		$9.14M Buy
62,000
+49,400
+392% +$6.61M 0.03% 365
2023
Q3 		$1.48M Buy
+12,600
New +$1.49M 0.01% 835

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 Investment Advisors's PANW Position: Q1 2026 in Review

Capstone Investment Advisors increased its Palo Alto Networks (PANW) stake by 300% in Q1 2026, buying an estimated $13.1M and bringing the position to 103,791 shares worth $16.6M. The position accounts for 0.03% of the portfolio, ranked #205.

Capstone Investment Advisors first reported a position in PANW in Q2 2023 and has held it in 11 quarters since. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Capstone Investment Advisors held 103,791 shares of Palo Alto Networks worth $16.6M as of Q1 2026.
  • Capstone Investment Advisors bought 77,841 Palo Alto Networks shares in Q1 2026, an estimated $13.1M.
  • Palo Alto Networks made up 0.03% of Capstone Investment Advisors's portfolio in Q1 2026, its #205 holding.
  • Capstone Investment Advisors first reported a position in Palo Alto Networks in Q2 2023 and has held it in 11 quarters since.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

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