Fortis Capital Advisors’s Palo Alto Networks PANW Stock Holding History

Fortis Capital 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	$642K	Buy	+1,883	New	+$431K	0.07%	218
2025 Q4	–	Sell	-5,598	Closed	-$1.14M	–	333
2025 Q3	$1.14M	Buy	5,598 +1,158	+26%	+$222K	0.18%	88
2025 Q2	$909K	Buy	+4,440	New	+$825K	0.16%	102
2024 Q1	–	Sell	-1,864	Closed	-$275K	–	172
2023 Q4	$275K	Buy	+1,864	New	+$249K	0.15%	92
2023 Q1	–	Sell	-400	Closed	-$27.9K	–	731
2022 Q4	$27.9K	Buy	+400	New	+$32.1K	0.02%	364

Other funds holding PANW

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fortis Capital Advisors's PANW Position: Q2 2026 in Review

Fortis Capital Advisors opened a new position in Palo Alto Networks (PANW) in Q2 2026: 1,883 shares worth $642K. The stake represents 0.07% of the portfolio and ranks #218 among its holdings. This is a return to the name: Fortis Capital Advisors previously reported a position in PANW as recently as Q3 2025.

Fortis Capital Advisors first reported a position in PANW in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.14M in Q3 2025. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Fortis Capital Advisors held 1,883 shares of Palo Alto Networks worth $642K as of Q2 2026.
Palo Alto Networks was a new Fortis Capital Advisors position in Q2 2026.
Palo Alto Networks made up 0.07% of Fortis Capital Advisors's portfolio in Q2 2026, its #218 holding.
Fortis Capital Advisors first reported a position in Palo Alto Networks in Q4 2022 and has held it in 5 quarters since.
Fortis Capital Advisors's Palo Alto Networks position peaked at $1.14M in Q3 2025.
2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.