Prosperity Wealth Management’s Palo Alto Networks PANW Stock Holding History

Prosperity Wealth Management’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
2025 Q4	$374K	Sell	2,033 -14	-0.7%	-$2.82K	0.12%	172
2025 Q3	$417K	Buy	2,047 +502	+32%	+$96.1K	0.14%	152
2025 Q2	$316K	Sell	1,545 -348	-18%	-$64.6K	0.12%	168
2025 Q1	$323K	Sell	1,893 -2,357	-55%	-$436K	0.15%	134
2024 Q4	$773K	Sell	4,250 -2,492	-37%	-$471K	0.32%	56
2024 Q3	$1.15M	Buy	6,742 +4,780	+244%	+$805K	0.46%	34
2024 Q2	$333K	Sell	1,962 -2,856	-59%	-$427K	0.16%	116
2024 Q1	$684K	Buy	+4,818	New	+$760K	0.32%	52
2023 Q4	–	Sell	-3,902	Closed	-$457K	–	174
2023 Q3	$457K	Buy	+3,902	New	+$462K	0.29%	60

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Prosperity Wealth Management's PANW Position: Q4 2025 in Review

Prosperity Wealth Management reduced its Palo Alto Networks (PANW) stake by 0.68% in Q4 2025, selling an estimated $2.82K and leaving 2,033 shares worth $374K. The position accounts for 0.12% of the portfolio, ranked #172.

Prosperity Wealth Management first reported a position in PANW in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.15M in Q3 2024. 2,523 funds tracked by Wall St. Rank hold PANW as of Q4 2025.

Prosperity Wealth Management held 2,033 shares of Palo Alto Networks worth $374K as of Q4 2025.
Prosperity Wealth Management sold 14 Palo Alto Networks shares in Q4 2025, an estimated $2.82K.
Palo Alto Networks made up 0.12% of Prosperity Wealth Management's portfolio in Q4 2025, its #172 holding.
Prosperity Wealth Management first reported a position in Palo Alto Networks in Q3 2023 and has held it in 9 quarters since.
Prosperity Wealth Management's Palo Alto Networks position peaked at $1.15M in Q3 2024.
2,523 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.