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Prime Capital Investment Advisors’s Palo Alto Networks PANW Stock Holding History

Prime Capital Investment 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
Q1 		$14.1M Sell
88,226
-4,165
-5% -$700K 0.16% 117
2025
Q4 		$17M Buy
92,391
+3,459
+4% +$698K 0.21% 82
2025
Q3 		$18.1M Buy
88,932
+15,405
+21% +$2.95M 0.23% 76
2025
Q2 		$15M Sell
73,527
-44,955
-38% -$8.35M 0.2% 89
2025
Q1 		$20.2M Buy
118,482
+82,219
+227% +$15.2M 0.24% 81
2024
Q4 		$6.6M Buy
36,263
+5,721
+19% +$1.08M 0.1% 149
2024
Q3 		$5.22M Buy
30,542
+4,378
+17% +$737K 0.07% 178
2024
Q2 		$4.43M Buy
26,164
+8,104
+45% +$1.21M 0.07% 201
2024
Q1 		$2.57M Sell
18,060
-6,830
-27% -$1.08M 0.04% 302
2023
Q4 		$3.67M Sell
24,890
-30,130
-55% -$4.03M 0.06% 238
2023
Q3 		$6.45M Sell
55,020
-4,208
-7% -$498K 0.13% 129
2023
Q2 		$7.57M Buy
59,228
+50,504
+579% +$5.26M 0.15% 120
2023
Q1 		$871K Buy
+8,724
New +$739K 0.04% 261
2021
Q2 		– Sell
-960
Closed -$52K – 496
2021
Q1 		$52K Hold
960
– – ﹤0.01% 331
2020
Q4 		$57K Hold
960
– – ﹤0.01% 315
2020
Q3 		$39K Hold
960
– – ﹤0.01% 335
2020
Q2 		$37K Buy
960
+900
+1,500% +$31.7K ﹤0.01% 344
2020
Q1 		$2K Buy
60
+30
+100% +$1.05K ﹤0.01% 455
2019
Q4 		$1K Hold
30
– – ﹤0.01% 562
2019
Q3 		$1K Buy
+30
New +$1.06K ﹤0.01% 601

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

Prime Capital Investment Advisors's PANW Position: Q1 2026 in Review

Prime Capital Investment Advisors reduced its Palo Alto Networks (PANW) stake by 4.5% in Q1 2026, selling an estimated $700K and leaving 88,226 shares worth $14.1M. The position accounts for 0.16% of the portfolio, ranked #117.

Prime Capital Investment Advisors first reported a position in PANW in Q3 2019 and has held it in 20 quarters since. The position peaked at $20.2M in Q1 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Prime Capital Investment Advisors held 88,226 shares of Palo Alto Networks worth $14.1M as of Q1 2026.
  • Prime Capital Investment Advisors sold 4,165 Palo Alto Networks shares in Q1 2026, an estimated $700K.
  • Palo Alto Networks made up 0.16% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #117 holding.
  • Prime Capital Investment Advisors first reported a position in Palo Alto Networks in Q3 2019 and has held it in 20 quarters since.
  • Prime Capital Investment Advisors's Palo Alto Networks position peaked at $20.2M in Q1 2025.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.