TCI Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

TCI 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	$208K	Sell	610 -1,201	-66%	-$275K	0.01%	254
2026 Q1	$290K	Buy	1,811 +50	+3%	+$8.4K	0.02%	192
2025 Q4	$324K	Sell	1,761 -7	-0.4%	-$1.41K	0.02%	183
2025 Q3	$360K	Buy	1,768 +107	+6%	+$20.5K	0.02%	180
2025 Q2	$340K	Buy	+1,661	New	+$308K	0.02%	177
2023 Q2	–	Sell	-178	Closed	-$17.8K	–	1613
2023 Q1	$17.8K	Sell	178 -142	-44%	-$12K	﹤0.01%	778
2022 Q4	$22.3K	Buy	320 +48	+18%	+$3.85K	﹤0.01%	645
2022 Q3	$22K	Buy	272 +104	+62%	+$9.01K	﹤0.01%	619
2022 Q2	$14K	Sell	168 -72	-30%	-$6.38K	﹤0.01%	813
2022 Q1	$25K	Buy	240 +72	+43%	+$6.44K	﹤0.01%	602
2021 Q4	$16K	Buy	168 +6	+4%	+$519	﹤0.01%	830
2021 Q3	$13K	Hold	162	–	–	﹤0.01%	928
2021 Q2	$10K	Buy	162 +24	+17%	+$1.42K	﹤0.01%	974
2021 Q1	$7K	Buy	138 +78	+130%	+$4.64K	﹤0.01%	1072
2020 Q4	$4K	Hold	60	–	–	﹤0.01%	997
2020 Q3	$2K	Hold	60	–	–	﹤0.01%	1152
2020 Q2	$2K	Hold	60	–	–	﹤0.01%	1095
2020 Q1	$2K	Hold	60	–	–	﹤0.01%	1058
2019 Q4	$2K	Hold	60	–	–	﹤0.01%	1176
2019 Q3	$2K	Hold	60	–	–	﹤0.01%	1112
2019 Q2	$2K	Hold	60	–	–	﹤0.01%	1040
2019 Q1	$2K	Hold	60	–	–	﹤0.01%	1057
2018 Q4	$2K	Hold	60	–	–	﹤0.01%	1032
2018 Q3	$2K	Hold	60	–	–	﹤0.01%	1061
2018 Q2	$2K	Hold	60	–	–	﹤0.01%	1113
2018 Q1	$2K	Hold	60	–	–	﹤0.01%	992
2017 Q4	$1K	Hold	60	–	–	﹤0.01%	1241
2017 Q3	$1K	Sell	60 -180	-75%	-$4.1K	﹤0.01%	1172
2017 Q2	$5K	Buy	240 +180	+300%	+$3.64K	﹤0.01%	758
2017 Q1	$1K	Sell	60 -576	-91%	-$12.9K	﹤0.01%	1141
2016 Q4	$13K	Buy	636 +600	+1,667%	+$14.4K	0.01%	576
2016 Q3	$1K	Buy	+36	New	+$820	﹤0.01%	1183
2015 Q4	–	Sell	-186	Closed	-$5K	–	1069
2015 Q3	$5K	Buy	186 +84	+82%	+$2.48K	﹤0.01%	634
2015 Q2	$3K	Hold	102	–	–	﹤0.01%	745
2015 Q1	$2K	Buy	+102	New	+$2.28K	﹤0.01%	745
2014 Q3	–	Sell	-384	Closed	-$5K	–	905
2014 Q2	$5K	Sell	384 -36	-9%	-$420	﹤0.01%	592
2014 Q1	$5K	Buy	+420	New	+$4.76K	﹤0.01%	556

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

TCI Wealth Advisors's PANW Position: Q2 2026 in Review

TCI Wealth Advisors reduced its Palo Alto Networks (PANW) stake by 66% in Q2 2026, selling an estimated $275K and leaving 610 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #254.

TCI Wealth Advisors first reported a position in PANW in Q1 2014 and has held it in 37 quarters since. The position peaked at $360K in Q3 2025. 1,223 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

TCI Wealth Advisors held 610 shares of Palo Alto Networks worth $208K as of Q2 2026.
TCI Wealth Advisors sold 1,201 Palo Alto Networks shares in Q2 2026, an estimated $275K.
Palo Alto Networks made up 0.01% of TCI Wealth Advisors's portfolio in Q2 2026, its #254 holding.
TCI Wealth Advisors first reported a position in Palo Alto Networks in Q1 2014 and has held it in 37 quarters since.
TCI Wealth Advisors's Palo Alto Networks position peaked at $360K in Q3 2025.
1,223 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.