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Innovative Asset Advisors Group’s Palo Alto Networks PANW Stock Holding History

Innovative Asset Advisors Group’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 		$195K Sell
571
-120
-17% -$27.5K 0.09% 184
2026
Q1 		$111K Buy
+691
New +$116K 0.06% 195

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Innovative Asset Advisors Group's PANW Position: Q2 2026 in Review

Innovative Asset Advisors Group reduced its Palo Alto Networks (PANW) stake by 17% in Q2 2026, selling an estimated $27.5K and leaving 571 shares worth $195K. The position accounts for 0.09% of the portfolio, ranked #184.

Innovative Asset Advisors Group first reported a position in PANW in Q1 2026 and has held it in 2 quarters since. 2,783 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Innovative Asset Advisors Group held 571 shares of Palo Alto Networks worth $195K as of Q2 2026.
  • Innovative Asset Advisors Group sold 120 Palo Alto Networks shares in Q2 2026, an estimated $27.5K.
  • Palo Alto Networks made up 0.09% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #184 holding.
  • Innovative Asset Advisors Group first reported a position in Palo Alto Networks in Q1 2026 and has held it in 2 quarters since.
  • 2,783 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.