CAPTRUST Financial Advisors’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $415M | Sell |
1,217,668
-13,842
| -1% | -$3.17M | 0.63% | 29 |
|
|
2026
Q1 | $197M | Buy |
1,231,510
+538,244
| +78% | +$90.4M | 0.34% | 58 |
|
|
2025
Q4 | $128M | Sell |
693,266
-9,595
| -1% | -$1.94M | 0.24% | 80 |
|
|
2025
Q3 | $143M | Sell |
702,861
-172,149
| -20% | -$33M | 0.29% | 67 |
|
|
2025
Q2 | $179M | Buy |
875,010
+25,052
| +3% | +$4.65M | 0.4% | 46 |
|
|
2025
Q1 | $145M | Buy |
849,958
+59,138
| +7% | +$10.9M | 0.36% | 51 |
|
|
2024
Q4 | $144M | Buy |
790,820
+35,566
| +5% | +$6.72M | 0.41% | 48 |
|
|
2024
Q3 | $129M | Buy |
755,254
+28,776
| +4% | +$4.84M | 0.38% | 52 |
|
|
2024
Q2 | $123M | Sell |
726,478
-434,330
| -37% | -$65M | 0.4% | 50 |
|
|
2024
Q1 | $102M | Buy |
1,160,808
+336,406
| +41% | +$53.1M | 0.38% | 58 |
|
|
2023
Q4 | $122M | Sell |
824,402
-27,862
| -3% | -$3.73M | 0.42% | 46 |
|
|
2023
Q3 | $99.9M | Buy |
852,264
+25,200
| +3% | +$2.98M | 0.38% | 57 |
|
|
2023
Q2 | $106M | Sell |
827,064
-80,698
| -9% | -$8.4M | 0.42% | 51 |
|
|
2023
Q1 | $90.7M | Buy |
907,762
+145,294
| +19% | +$12.3M | 0.4% | 53 |
|
|
2022
Q4 | $53.2M | Buy |
762,468
+523,230
| +219% | +$42M | 0.27% | 81 |
|
|
2022
Q3 | $19.6M | Buy |
239,238
+151,218
| +172% | +$13.1M | 0.11% | 163 |
|
|
2022
Q2 | $7.25M | Buy |
88,020
+11,424
| +15% | +$1.01M | 0.05% | 302 |
|
|
2022
Q1 | $7.95M | Buy |
76,596
+2,142
| +3% | +$192K | 0.05% | 270 |
|
|
2021
Q4 | $6.91M | Buy |
74,454
+17,064
| +30% | +$1.48M | 0.05% | 296 |
|
|
2021
Q3 | $4.58M | Buy |
57,390
+3,528
| +7% | +$248K | 0.04% | 339 |
|
|
2021
Q2 | $3.33M | Sell |
53,862
-3,330
| -6% | -$197K | 0.03% | 371 |
|
|
2021
Q1 | $3.07M | Buy |
57,192
+7,518
| +15% | +$447K | 0.03% | 362 |
|
|
2020
Q4 | $2.94M | Sell |
49,674
-720
| -1% | -$33.6K | 0.04% | 332 |
|
|
2020
Q3 | $2.1M | Buy |
50,394
+258
| +0.5% | +$10.7K | 0.03% | 341 |
|
|
2020
Q2 | $1.92M | Buy |
50,136
+3,978
| +9% | +$140K | 0.03% | 357 |
|
|
2020
Q1 | $1.26M | Buy |
46,158
+1,092
| +2% | +$38.1K | 0.03% | 380 |
|
|
2019
Q4 | $1.77M | Buy |
45,066
+18,384
| +69% | +$695K | 0.03% | 393 |
|
|
2019
Q3 | $906K | Buy |
26,682
+24,270
| +1,006% | +$859K | 0.03% | 319 |
|
|
2019
Q2 | $82K | Buy |
2,412
+330
| +16% | +$12.3K | ﹤0.01% | 818 |
|
|
2019
Q1 | $84K | Buy |
2,082
+582
| +39% | +$21.6K | ﹤0.01% | 748 |
|
|
2018
Q4 | $47K | Buy |
1,500
+1,104
| +279% | +$34.4K | ﹤0.01% | 801 |
|
|
2018
Q3 | $15K | Sell |
396
-36
| -8% | -$1.31K | ﹤0.01% | 1107 |
|
|
2018
Q2 | $15K | Buy |
432
+150
| +53% | +$5K | ﹤0.01% | 1051 |
|
|
2018
Q1 | $8K | Sell |
282
-318
| -53% | -$8.84K | ﹤0.01% | 1081 |
|
|
2017
Q4 | $14K | Buy |
+600
| New | +$14.6K | ﹤0.01% | 912 |
|
Other funds holding PANW
CAPTRUST Financial Advisors's PANW Position: Q2 2026 in Review
CAPTRUST Financial Advisors reduced its Palo Alto Networks (PANW) stake by 1.1% in Q2 2026, selling an estimated $3.17M and leaving 1,217,668 shares worth $415M. The position accounts for 0.63% of the portfolio, ranked #29.
CAPTRUST Financial Advisors first reported a position in PANW in Q4 2017 and has held it in 35 quarters since. 2,888 funds tracked by Wall St. Rank hold PANW as of Q2 2026.
- CAPTRUST Financial Advisors held 1,217,668 shares of Palo Alto Networks worth $415M as of Q2 2026.
- CAPTRUST Financial Advisors sold 13,842 Palo Alto Networks shares in Q2 2026, an estimated $3.17M.
- Palo Alto Networks made up 0.63% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #29 holding.
- CAPTRUST Financial Advisors first reported a position in Palo Alto Networks in Q4 2017 and has held it in 35 quarters since.
- 2,888 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.