CCP
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Carmel Capital Partners’s Palo Alto Networks PANW Stock Holding History

Carmel Capital Partners’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 		– Sell
-1,105
Closed -$204K – 125
2025
Q4 		$204K Sell
1,105
-24
-2% -$4.84K 0.07% 107
2025
Q3 		$230K Sell
1,129
-727
-39% -$139K 0.1% 98
2025
Q2 		$380K Sell
1,856
-52
-3% -$9.66K 0.13% 103
2025
Q1 		$326K Buy
1,908
+52
+3% +$9.62K 0.13% 117
2024
Q4 		$338K Sell
1,856
-422
-19% -$79.7K 0.14% 111
2024
Q3 		$389K Hold
2,278
– – 0.15% 108
2024
Q2 		$386K Buy
2,278
+4
+0.2% +$598 0.16% 95
2024
Q1 		$323K Sell
2,274
-30
-1% -$4.73K 0.13% 112
2023
Q4 		$340K Sell
2,304
-312
-12% -$41.7K 0.17% 97
2023
Q3 		$307K Buy
2,616
+324
+14% +$38.3K 0.14% 108
2023
Q2 		$293K Hold
2,292
– – 0.15% 93
2023
Q1 		$229K Buy
+2,292
New +$194K 0.14% 119
2022
Q2 		– Sell
-2,262
Closed -$235K – 126
2022
Q1 		$235K Hold
2,262
– – 0.2% 102
2021
Q4 		$210K Buy
+2,262
New +$196K 0.16% 112

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

Carmel Capital Partners's PANW Position: Q1 2026 in Review

Carmel Capital Partners sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 1,105 shares — an estimated $204K sold.

Carmel Capital Partners first reported a position in PANW in Q4 2021 and held it in 14 quarters. The position peaked at $389K in Q3 2024. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Carmel Capital Partners reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
  • Carmel Capital Partners sold 1,105 Palo Alto Networks shares in Q1 2026, an estimated $204K.
  • Carmel Capital Partners first reported a position in Palo Alto Networks in Q4 2021 and held it in 14 quarters.
  • Carmel Capital Partners's Palo Alto Networks position peaked at $389K in Q3 2024.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Carmel Capital Partners's 13F filing for Q1 2026, filed 30 Apr 2026.