Three Bridge Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Three Bridge 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	$3.05M	Buy	8,942 +10	+0.1%	+$2.29K	0.76%	23
2026 Q1	$1.43M	Buy	8,932 +74	+0.8%	+$12.4K	0.39%	33
2025 Q4	$1.63M	Hold	8,858	–	–	0.43%	34
2025 Q3	$1.8M	Sell	8,858 -1,186	-12%	-$227K	0.46%	33
2025 Q2	$2.06M	Buy	10,044 +1,186	+13%	+$220K	0.54%	30
2025 Q1	$1.51M	Hold	8,858	–	–	0.53%	33
2024 Q4	$1.61M	Sell	8,858 -100	-1%	-$18.9K	0.56%	33
2024 Q3	$1.53M	Hold	8,958	–	–	0.56%	33
2024 Q2	$1.52M	Hold	8,958	–	–	0.6%	33
2024 Q1	$1.27M	Sell	8,958 -54	-0.6%	-$8.52K	0.5%	34
2023 Q4	$1.33M	Sell	9,012 -400	-4%	-$53.5K	0.46%	31
2023 Q3	$1.1M	Hold	9,412	–	–	0.46%	38
2023 Q2	$1.2M	Hold	9,412	–	–	0.51%	36
2023 Q1	$940K	Hold	9,412	–	–	0.44%	46
2022 Q4	$657K	Sell	9,412 -800	-8%	-$64.2K	0.35%	47
2022 Q3	$836K	Hold	10,212	–	–	0.43%	45
2022 Q2	$841K	Hold	10,212	–	–	0.41%	47
2022 Q1	$1.06M	Buy	+10,212	New	+$914K	0.3%	44

Other funds holding PANW

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Three Bridge Wealth Advisors's PANW Position: Q2 2026 in Review

Three Bridge Wealth Advisors increased its Palo Alto Networks (PANW) stake by 0.11% in Q2 2026, buying an estimated $2.29K and bringing the position to 8,942 shares worth $3.05M. The position accounts for 0.76% of the portfolio, ranked #23.

Three Bridge Wealth Advisors first reported a position in PANW in Q1 2022 and has held it in 18 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Three Bridge Wealth Advisors held 8,942 shares of Palo Alto Networks worth $3.05M as of Q2 2026.
Three Bridge Wealth Advisors bought 10 Palo Alto Networks shares in Q2 2026, an estimated $2.29K.
Palo Alto Networks made up 0.76% of Three Bridge Wealth Advisors's portfolio in Q2 2026, its #23 holding.
Three Bridge Wealth Advisors first reported a position in Palo Alto Networks in Q1 2022 and has held it in 18 quarters since.
1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.