Capstone Wealth Management Group (Pennsylvania)’s Palo Alto Networks PANW Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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
2025 Q2	–	Sell	-9,766	Closed	-$1.67M	–	62
2025 Q1	$1.67M	Sell	9,766 -6,290	-39%	-$1.16M	0.95%	27
2024 Q4	$2.92M	Buy	16,056 +3,416	+27%	+$645K	1.56%	19
2024 Q3	$2.16M	Buy	12,640 +1,830	+17%	+$308K	1.28%	22
2024 Q2	$1.83M	Buy	10,810 +746	+7%	+$112K	1.2%	25
2024 Q1	$1.43M	Buy	10,064 +7,776	+340%	+$1.23M	1.03%	24
2023 Q4	$337K	Buy	+2,288	New	+$306K	0.32%	48

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s PANW Position: Q2 2025 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of Palo Alto Networks (PANW) in Q2 2025, closing a stake of 9,766 shares — an estimated $1.67M sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in PANW in Q4 2023 and held it in 6 quarters. The position peaked at $2.92M in Q4 2024. 2,374 funds tracked by Wall St. Rank hold PANW as of Q2 2025.

Capstone Wealth Management Group (Pennsylvania) reported no remaining Palo Alto Networks position as of Q2 2025 after selling out during the quarter.
Capstone Wealth Management Group (Pennsylvania) sold 9,766 Palo Alto Networks shares in Q2 2025, an estimated $1.67M.
Capstone Wealth Management Group (Pennsylvania) first reported a position in Palo Alto Networks in Q4 2023 and held it in 6 quarters.
Capstone Wealth Management Group (Pennsylvania)'s Palo Alto Networks position peaked at $2.92M in Q4 2024.
2,374 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2025.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2025, filed 23 Jul 2025.