North Capital’s Palo Alto Networks PANW Stock Holding History

North Capital’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 Q4	–	Sell	-5	Closed	-$1.02K	–	514
2025 Q3	$1.02K	Buy	5 +1	+25%	+$191	﹤0.01%	575
2025 Q2	$819	Hold	4	–	–	﹤0.01%	559
2025 Q1	$683	Buy	+4	New	+$740	﹤0.01%	568

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

North Capital's PANW Position: Q4 2025 in Review

North Capital sold out of Palo Alto Networks (PANW) in Q4 2025, closing a stake of 5 shares — an estimated $1.02K sold.

North Capital first reported a position in PANW in Q1 2025 and held it in 3 quarters. The position peaked at $1.02K in Q3 2025. 2,528 funds tracked by Wall St. Rank hold PANW as of Q4 2025.

North Capital reported no remaining Palo Alto Networks position as of Q4 2025 after selling out during the quarter.
North Capital sold 5 Palo Alto Networks shares in Q4 2025, an estimated $1.02K.
North Capital first reported a position in Palo Alto Networks in Q1 2025 and held it in 3 quarters.
North Capital's Palo Alto Networks position peaked at $1.02K in Q3 2025.
2,528 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.