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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Elevation Wealth Partners's PANW Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Palo Alto Networks (PANW) stake by 4.6% in Q2 2026, selling an estimated $25.4K and leaving 2,281 shares worth $778K. The position accounts for 0.23% of the portfolio, ranked #59.

Elevation Wealth Partners first reported a position in PANW in Q1 2023 and has held it in 14 quarters since. 1,200 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Elevation Wealth Partners held 2,281 shares of Palo Alto Networks worth $778K as of Q2 2026.
Elevation Wealth Partners sold 111 Palo Alto Networks shares in Q2 2026, an estimated $25.4K.
Palo Alto Networks made up 0.23% of Elevation Wealth Partners's portfolio in Q2 2026, its #59 holding.
Elevation Wealth Partners first reported a position in Palo Alto Networks in Q1 2023 and has held it in 14 quarters since.
1,200 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.