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Innovative Advisory Group, LLC’s Palo Alto Networks PANW Stock Holding History

Innovative Advisory Group, LLC’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 		– Sell
-73
Closed -$13.4K – 166
2025
Q4 		$13.4K Hold
73
– – 0.01% 118
2025
Q3 		$14.9K Hold
73
– – 0.01% 119
2025
Q2 		$14.9K Buy
+73
New +$13.6K 0.01% 114

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 $3.38T AUM 44.17% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Innovative Advisory Group, LLC's PANW Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 73 shares — an estimated $13.4K sold.

Innovative Advisory Group, LLC first reported a position in PANW in Q2 2025 and held it in 3 quarters. The position peaked at $14.9K in Q2 2025. 2,482 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 73 Palo Alto Networks shares in Q1 2026, an estimated $13.4K.
  • Innovative Advisory Group, LLC first reported a position in Palo Alto Networks in Q2 2025 and held it in 3 quarters.
  • Innovative Advisory Group, LLC's Palo Alto Networks position peaked at $14.9K in Q2 2025.
  • 2,482 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.