Prospera Financial Services’s Palo Alto Networks PANW Stock Holding History

Prospera Financial Services’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	$21.3M	Sell	62,571 -463	-0.7%	-$106K	0.31%	64
2026 Q1	$10.1M	Buy	63,034 +12,876	+26%	+$2.16M	0.16%	141
2025 Q4	$9.24M	Sell	50,158 -5,120	-9%	-$1.03M	0.15%	145
2025 Q3	$11.3M	Buy	55,278 +6,762	+14%	+$1.29M	0.19%	113
2025 Q2	$9.93M	Buy	48,516 +12,590	+35%	+$2.34M	0.19%	123
2025 Q1	$6.13M	Buy	35,926 +6,148	+21%	+$1.14M	0.14%	162
2024 Q4	$5.42M	Buy	29,778 +3,218	+12%	+$608K	0.13%	184
2024 Q3	$4.54M	Buy	26,560 +1,300	+5%	+$219K	0.12%	194
2024 Q2	$4.28M	Sell	25,260 -746	-3%	-$112K	0.12%	188
2024 Q1	$3.69M	Sell	26,006 -8,770	-25%	-$1.38M	0.11%	206
2023 Q4	$5.13M	Buy	34,776 +10,360	+42%	+$1.39M	0.17%	135
2023 Q3	$2.86M	Buy	24,416 +14,348	+143%	+$1.7M	0.11%	208
2023 Q2	$1.29M	Buy	10,068 +1,212	+14%	+$126K	0.05%	357
2023 Q1	$884K	Sell	8,856 -654	-7%	-$55.4K	0.04%	462
2022 Q4	$664K	Sell	9,510 -1,566	-14%	-$126K	0.03%	461
2022 Q3	$907K	Sell	11,076 -21,726	-66%	-$1.88M	0.05%	388
2022 Q2	$2.7M	Buy	32,802 +792	+2%	+$70.2K	0.14%	189
2022 Q1	$3.32M	Buy	32,010 +28,122	+723%	+$2.52M	0.14%	180
2021 Q4	$361K	Buy	3,888 +456	+13%	+$39.4K	0.02%	652
2021 Q3	$274K	Sell	3,432 -264	-7%	-$18.5K	0.01%	681
2021 Q2	$229K	Sell	3,696 -444	-11%	-$26.3K	0.01%	733
2021 Q1	$222K	Buy	4,140 +264	+7%	+$15.7K	0.01%	697
2020 Q4	$230K	Sell	3,876 -126	-3%	-$5.89K	0.02%	617
2020 Q3	$163K	Buy	+4,002	New	+$166K	0.06%	285

Other funds holding PANW

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

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return