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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.11M Sell
3,244
-5,508
-63% -$1.26M 0.15% 82
2026
Q1
$1.4M Buy
+8,752
New +$1.47M 0.2% 68

Other funds holding PANW

TRB Wealth Management's PANW Position: Q2 2026 in Review

TRB Wealth Management reduced its Palo Alto Networks (PANW) stake by 63% in Q2 2026, selling an estimated $1.26M and leaving 3,244 shares worth $1.11M. The position accounts for 0.15% of the portfolio, ranked #82.

TRB Wealth Management first reported a position in PANW in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.4M in Q1 2026. 2,882 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • TRB Wealth Management held 3,244 shares of Palo Alto Networks worth $1.11M as of Q2 2026.
  • TRB Wealth Management sold 5,508 Palo Alto Networks shares in Q2 2026, an estimated $1.26M.
  • Palo Alto Networks made up 0.15% of TRB Wealth Management's portfolio in Q2 2026, its #82 holding.
  • TRB Wealth Management first reported a position in Palo Alto Networks in Q1 2026 and has held it in 2 quarters since.
  • TRB Wealth Management's Palo Alto Networks position peaked at $1.4M in Q1 2026.
  • 2,882 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.