True Link Financial Advisors’s Palo Alto Networks PANW Stock Holding History

True Link 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	–	Sell	-274	Closed	-$43.9K	–	304
2026 Q1	$43.9K	Buy	+274	New	+$46K	﹤0.01%	223
2022 Q1	–	Sell	-42	Closed	-$4K	–	231
2021 Q4	$4K	Hold	42	–	–	﹤0.01%	693
2021 Q3	$3K	Hold	42	–	–	﹤0.01%	718
2021 Q2	$3K	Buy	+42	New	+$2.49K	﹤0.01%	652

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

True Link Financial Advisors's PANW Position: Q2 2026 in Review

True Link Financial Advisors sold out of Palo Alto Networks (PANW) in Q2 2026, closing a stake of 274 shares — an estimated $43.9K sold.

True Link Financial Advisors first reported a position in PANW in Q2 2021 and held it in 4 quarters. The position peaked at $43.9K in Q1 2026. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

True Link Financial Advisors reported no remaining Palo Alto Networks position as of Q2 2026 after selling out during the quarter.
True Link Financial Advisors sold 274 Palo Alto Networks shares in Q2 2026, an estimated $43.9K.
True Link Financial Advisors first reported a position in Palo Alto Networks in Q2 2021 and held it in 4 quarters.
True Link Financial Advisors's Palo Alto Networks position peaked at $43.9K in Q1 2026.
2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.