Prevail Innovative Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Prevail Innovative Wealth 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	$595K	Buy	1,745 +33	+2%	+$7.55K	0.09%	126
2026 Q1	$274K	Sell	1,712 -1,577	-48%	-$265K	0.05%	157
2025 Q4	$606K	Sell	3,289 -17,848	-84%	-$3.6M	0.11%	153
2025 Q3	$4.3M	Buy	21,137 +14,718	+229%	+$2.82M	0.84%	39
2025 Q2	$1.31M	Buy	6,419 +4,152	+183%	+$771K	0.29%	114
2025 Q1	$387K	Buy	2,267 +115	+5%	+$21.3K	0.1%	150
2024 Q4	$392K	Sell	2,152 -800	-27%	-$151K	0.11%	134
2024 Q3	$504K	Hold	2,952	–	–	0.15%	117
2024 Q2	$500K	Sell	2,952 -21,368	-88%	-$3.2M	0.18%	114
2024 Q1	$3.46M	Buy	+24,320	New	+$3.84M	1.28%	17
2023 Q3	–	Sell	-13,058	Closed	-$1.67M	–	145
2023 Q2	$1.67M	Buy	+13,058	New	+$1.36M	0.91%	39

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

Prevail Innovative Wealth Advisors's PANW Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its Palo Alto Networks (PANW) stake by 1.9% in Q2 2026, buying an estimated $7.55K and bringing the position to 1,745 shares worth $595K. The position accounts for 0.09% of the portfolio, ranked #126.

Prevail Innovative Wealth Advisors first reported a position in PANW in Q2 2023 and has held it in 11 quarters since. The position peaked at $4.3M in Q3 2025. 1,223 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Prevail Innovative Wealth Advisors held 1,745 shares of Palo Alto Networks worth $595K as of Q2 2026.
Prevail Innovative Wealth Advisors bought 33 Palo Alto Networks shares in Q2 2026, an estimated $7.55K.
Palo Alto Networks made up 0.09% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #126 holding.
Prevail Innovative Wealth Advisors first reported a position in Palo Alto Networks in Q2 2023 and has held it in 11 quarters since.
Prevail Innovative Wealth Advisors's Palo Alto Networks position peaked at $4.3M in Q3 2025.
1,223 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.