U.S. Capital Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

U.S. Capital Wealth 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	$1.47M	Buy	9,191 +5,344	+139%	+$898K	0.04%	409
2025 Q4	$709K	Buy	3,847 +95	+3%	+$19.2K	0.02%	568
2025 Q3	$764K	Sell	3,752 -395	-10%	-$75.6K	0.02%	530
2025 Q2	$849K	Buy	4,147 +677	+20%	+$126K	0.02%	462
2025 Q1	$592K	Sell	3,470 -4,483	-56%	-$829K	0.02%	546
2024 Q4	$1.45M	Buy	7,953 +6,109	+331%	+$1.15M	0.04%	359
2024 Q3	$315K	Sell	1,844 -614	-25%	-$103K	0.01%	574
2024 Q2	$417K	Sell	2,458 -6,516	-73%	-$975K	0.02%	495
2024 Q1	$1.27M	Sell	8,974 -3,226	-26%	-$509K	0.05%	310
2023 Q4	$1.8M	Buy	12,200 +4,004	+49%	+$535K	0.07%	253
2023 Q3	$961K	Buy	8,196 +4,192	+105%	+$496K	0.04%	323
2023 Q2	$512K	Buy	4,004 +1,780	+80%	+$185K	0.02%	438
2023 Q1	$222K	Buy	2,224 +60	+3%	+$5.08K	0.01%	590
2022 Q4	$151K	Buy	+2,164	New	+$174K	0.01%	662

Other funds holding PANW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

U.S. Capital Wealth Advisors's PANW Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Palo Alto Networks (PANW) stake by 139% in Q1 2026, buying an estimated $898K and bringing the position to 9,191 shares worth $1.47M. The position accounts for 0.04% of the portfolio, ranked #409.

U.S. Capital Wealth Advisors first reported a position in PANW in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.8M in Q4 2023. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

U.S. Capital Wealth Advisors held 9,191 shares of Palo Alto Networks worth $1.47M as of Q1 2026.
U.S. Capital Wealth Advisors bought 5,344 Palo Alto Networks shares in Q1 2026, an estimated $898K.
Palo Alto Networks made up 0.04% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #409 holding.
U.S. Capital Wealth Advisors first reported a position in Palo Alto Networks in Q4 2022 and has held it in 14 quarters since.
U.S. Capital Wealth Advisors's Palo Alto Networks position peaked at $1.8M in Q4 2023.
2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.