ECA
PANW icon

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

Elevated 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 		$78.5K Sell
230
-60
-21% -$13.7K 0.02% 306
2026
Q1 		$46.5K Sell
290
-3,051
-91% -$513K 0.01% 355
2025
Q4 		$615K Buy
3,341
+950
+40% +$192K 0.14% 172
2025
Q3 		$487K Buy
2,391
+771
+48% +$148K 0.12% 197
2025
Q2 		$276K Hold
1,620
– – 0.08% 229
2025
Q1 		$276K Sell
1,620
-11
-0.7% -$2.03K 0.08% 229
2024
Q4 		$297K Buy
+1,631
New +$308K 0.08% 230

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Elevated Capital Advisors reduced its Palo Alto Networks (PANW) stake by 21% in Q2 2026, selling an estimated $13.7K and leaving 230 shares worth $78.5K. The position accounts for 0.02% of the portfolio, ranked #306.

Elevated Capital Advisors first reported a position in PANW in Q4 2024 and has held it in 7 quarters since. The position peaked at $615K in Q4 2025. 2,890 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Elevated Capital Advisors held 230 shares of Palo Alto Networks worth $78.5K as of Q2 2026.
  • Elevated Capital Advisors sold 60 Palo Alto Networks shares in Q2 2026, an estimated $13.7K.
  • Palo Alto Networks made up 0.02% of Elevated Capital Advisors's portfolio in Q2 2026, its #306 holding.
  • Elevated Capital Advisors first reported a position in Palo Alto Networks in Q4 2024 and has held it in 7 quarters since.
  • Elevated Capital Advisors's Palo Alto Networks position peaked at $615K in Q4 2025.
  • 2,890 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.