Elevation Wealth Partners’s Palo Alto Networks PANW Stock Holding History

Elevation Wealth Partners’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 Q3	$915K	Buy	2,302 +21	+0.9%	+$7.47K	0.26%	53
2026 Q2	$778K	Sell	2,281 -111	-5%	-$25.4K	0.23%	59
2026 Q1	$383K	Sell	2,392 -344	-13%	-$57.8K	0.14%	85
2025 Q4	$504K	Sell	2,736 -352	-11%	-$71K	0.18%	73
2025 Q3	$629K	Buy	3,088 +20	+0.7%	+$3.83K	0.23%	63
2025 Q2	$628K	Hold	3,068	–	–	0.25%	58
2025 Q1	$524K	Sell	3,068 -54	-2%	-$9.98K	0.23%	66
2024 Q4	$568K	Buy	3,122 +6	+0.2%	+$1.13K	0.24%	63
2024 Q3	$533K	Sell	3,116 -450	-13%	-$75.7K	0.23%	68
2024 Q2	$604K	Hold	3,566	–	–	0.29%	55
2024 Q1	$507K	Sell	3,566 -800	-18%	-$126K	0.25%	67
2023 Q4	$512K	Buy	4,366 +3,130	+253%	+$418K	0.31%	57
2023 Q3	$145K	Hold	1,236	–	–	0.13%	74
2023 Q2	$158K	Hold	1,236	–	–	0.13%	74
2023 Q1	$123K	Buy	+1,236	New	+$105K	0.11%	85

Other funds holding PANW

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Elevation Wealth Partners's PANW Position: Q3 2026 in Review

Elevation Wealth Partners increased its Palo Alto Networks (PANW) stake by 0.92% in Q3 2026, buying an estimated $7.47K and bringing the position to 2,302 shares worth $915K. The position accounts for 0.26% of the portfolio, ranked #53.

Elevation Wealth Partners first reported a position in PANW in Q1 2023 and has held it in 15 quarters since. 158 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

Elevation Wealth Partners held 2,302 shares of Palo Alto Networks worth $915K as of Q3 2026.
Elevation Wealth Partners bought 21 Palo Alto Networks shares in Q3 2026, an estimated $7.47K.
Palo Alto Networks made up 0.26% of Elevation Wealth Partners's portfolio in Q3 2026, its #53 holding.
Elevation Wealth Partners first reported a position in Palo Alto Networks in Q1 2023 and has held it in 15 quarters since.
158 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.