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Triumph Capital Management’s Palo Alto Networks PANW Stock Holding History

Triumph Capital 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
2026
Q2 		$657K Sell
1,927
-1,470
-43% -$336K 0.12% 176
2026
Q1 		$545K Buy
3,397
+761
+29% +$128K 0.11% 175
2025
Q4 		$486K Sell
2,636
-5,362
-67% -$1.08M 0.1% 174
2025
Q3 		$1.63M Buy
7,998
+279
+4% +$53.4K 0.44% 55
2025
Q2 		$1.58M Buy
7,719
+811
+12% +$151K 0.47% 50
2025
Q1 		$1.18M Buy
6,908
+2,955
+75% +$546K 0.39% 54
2024
Q4 		$719K Sell
3,953
-465
-11% -$87.8K 0.25% 102
2024
Q3 		$755K Sell
4,418
-4,022
-48% -$677K 0.27% 93
2024
Q2 		$1.43M Sell
8,440
-188
-2% -$28.1K 0.56% 37
2024
Q1 		$1.21M Sell
8,628
-8,318
-49% -$1.31M 0.49% 47
2023
Q4 		$2.5M Buy
16,946
+7,914
+88% +$1.06M 1.06% 19
2023
Q3 		$1.06M Buy
9,032
+2,832
+46% +$335K 0.48% 53
2023
Q2 		$792K Sell
6,200
-5,000
-45% -$520K 0.36% 56
2023
Q1 		$1.12M Buy
11,200
+1,852
+20% +$157K 0.57% 36
2022
Q4 		$652K Buy
9,348
+3,150
+51% +$253K 0.35% 61
2022
Q3 		$508K Buy
6,198
+198
+3% +$17.1K 0.28% 88
2022
Q2 		$494K Buy
+6,000
New +$532K 0.26% 94

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Triumph Capital Management's PANW Position: Q2 2026 in Review

Triumph Capital Management reduced its Palo Alto Networks (PANW) stake by 43% in Q2 2026, selling an estimated $336K and leaving 1,927 shares worth $657K. The position accounts for 0.12% of the portfolio, ranked #176.

Triumph Capital Management first reported a position in PANW in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.5M in Q4 2023. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Triumph Capital Management held 1,927 shares of Palo Alto Networks worth $657K as of Q2 2026.
  • Triumph Capital Management sold 1,470 Palo Alto Networks shares in Q2 2026, an estimated $336K.
  • Palo Alto Networks made up 0.12% of Triumph Capital Management's portfolio in Q2 2026, its #176 holding.
  • Triumph Capital Management first reported a position in Palo Alto Networks in Q2 2022 and has held it in 17 quarters since.
  • Triumph Capital Management's Palo Alto Networks position peaked at $2.5M in Q4 2023.
  • 1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.