Trinity Financial Advisors’s Palo Alto Networks PANW Stock Holding History

Trinity Financial 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	$1.24M	Sell	3,624 -204	-5%	-$46.7K	0.32%	42
2026 Q1	$614K	Buy	3,828 +439	+13%	+$73.8K	0.17%	49
2025 Q4	$624K	Buy	3,389 +225	+7%	+$45.4K	0.17%	48
2025 Q3	$644K	Sell	3,164 -201	-6%	-$38.5K	0.19%	47
2025 Q2	$689K	Sell	3,365 -1,064	-24%	-$198K	0.21%	45
2025 Q1	$732K	Sell	4,429 -91	-2%	-$16.8K	0.26%	39
2024 Q4	$817K	Buy	4,520 +450	+11%	+$85K	0.31%	34
2024 Q3	$683K	Sell	4,070 -88	-2%	-$14.8K	0.31%	35
2024 Q2	$705K	Sell	4,158 -510	-11%	-$76.3K	0.32%	34
2024 Q1	$663K	Hold	4,668	–	–	0.3%	31
2023 Q4	$688K	Hold	4,668	–	–	0.34%	30
2023 Q3	$547K	Hold	4,668	–	–	0.29%	32
2023 Q2	$596K	Buy	4,668 +2,468	+112%	+$257K	0.32%	30
2023 Q1	$220K	Buy	+2,200	New	+$186K	0.13%	64
2022 Q4	–	Sell	-3,000	Closed	-$246K	–	67
2022 Q3	$246K	Buy	+3,000	New	+$260K	0.18%	60
2022 Q2	–	Sell	-3,000	Closed	-$311K	–	49
2022 Q1	$311K	Hold	3,000	–	–	0.19%	48
2021 Q4	$278K	Hold	3,000	–	–	0.16%	49
2021 Q3	$240K	Buy	+3,000	New	+$211K	0.16%	45

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

Trinity Financial Advisors's PANW Position: Q2 2026 in Review

Trinity Financial Advisors reduced its Palo Alto Networks (PANW) stake by 5.3% in Q2 2026, selling an estimated $46.7K and leaving 3,624 shares worth $1.24M. The position accounts for 0.32% of the portfolio, ranked #42.

Trinity Financial Advisors first reported a position in PANW in Q3 2021 and has held it in 18 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Trinity Financial Advisors held 3,624 shares of Palo Alto Networks worth $1.24M as of Q2 2026.
Trinity Financial Advisors sold 204 Palo Alto Networks shares in Q2 2026, an estimated $46.7K.
Palo Alto Networks made up 0.32% of Trinity Financial Advisors's portfolio in Q2 2026, its #42 holding.
Trinity Financial Advisors first reported a position in Palo Alto Networks in Q3 2021 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 Trinity Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.