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
Q2 		$12.6M Sell
36,900
-34,800
-49% -$7.97M 0.02% 293
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 $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 $3.38T AUM 44.17% 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

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

Capstone Investment Advisors sold out of Palo Alto Networks (PANW) in Q2 2026, closing a stake of 103,791 shares — an estimated $23.8M sold.

Capstone Investment Advisors first reported a position in PANW in Q2 2023 and held it in 11 quarters. The position peaked at $16.6M in Q1 2026. 2,920 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Capstone Investment Advisors reported no remaining Palo Alto Networks position as of Q2 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 103,791 Palo Alto Networks shares in Q2 2026, an estimated $23.8M.
  • Capstone Investment Advisors first reported a position in Palo Alto Networks in Q2 2023 and held it in 11 quarters.
  • Capstone Investment Advisors's Palo Alto Networks position peaked at $16.6M in Q1 2026.
  • 2,920 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.