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True North Advisors’s Palo Alto Networks PANW Stock Holding History

True North 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 		$1.07M Buy
3,129
+241
+8% +$55.2K 0.1% 113
2026
Q1 		$463K Buy
2,888
+354
+14% +$59.5K 0.05% 174
2025
Q4 		$467K Buy
2,534
+123
+5% +$24.8K 0.06% 164
2025
Q3 		$491K Sell
2,411
-960
-28% -$184K 0.08% 131
2025
Q2 		$690K Buy
3,371
+103
+3% +$19.1K 0.13% 115
2025
Q1 		$558K Buy
3,268
+226
+7% +$41.8K 0.1% 127
2024
Q4 		$554K Buy
3,042
+230
+8% +$43.5K 0.13% 92
2024
Q3 		$481K Sell
2,812
-102
-4% -$17.2K 0.13% 102
2024
Q2 		$494K Sell
2,914
-48
-2% -$7.18K 0.13% 107
2024
Q1 		$421K Buy
2,962
+86
+3% +$13.6K 0.12% 115
2023
Q4 		$424K Sell
2,876
-6
-0.2% -$802 0.11% 111
2023
Q3 		$338K Buy
2,882
+72
+3% +$8.52K 0.1% 132
2023
Q2 		$359K Sell
2,810
-112
-4% -$11.7K 0.1% 145
2023
Q1 		$292K Hold
2,922
– – 0.09% 159
2022
Q4 		$204K Hold
2,922
– – 0.07% 160
2022
Q3 		$239K Hold
2,922
– – 0.08% 159
2022
Q2 		$240K Sell
2,922
-378
-11% -$33.5K 0.07% 168
2022
Q1 		$342K Sell
3,300
-2,082
-39% -$186K 0.09% 151
2021
Q4 		$499K Hold
5,382
– – 0.08% 158
2021
Q3 		$429K Sell
5,382
-900
-14% -$63.2K 0.08% 171
2021
Q2 		$388K Sell
6,282
-420
-6% -$24.9K 0.08% 167
2021
Q1 		$359K Buy
+6,702
New +$398K 0.09% 155

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

True North Advisors's PANW Position: Q2 2026 in Review

True North Advisors increased its Palo Alto Networks (PANW) stake by 8.3% in Q2 2026, buying an estimated $55.2K and bringing the position to 3,129 shares worth $1.07M. The position accounts for 0.1% of the portfolio, ranked #113.

True North Advisors first reported a position in PANW in Q1 2021 and has held it in 22 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • True North Advisors held 3,129 shares of Palo Alto Networks worth $1.07M as of Q2 2026.
  • True North Advisors bought 241 Palo Alto Networks shares in Q2 2026, an estimated $55.2K.
  • Palo Alto Networks made up 0.1% of True North Advisors's portfolio in Q2 2026, its #113 holding.
  • True North Advisors first reported a position in Palo Alto Networks in Q1 2021 and has held it in 22 quarters since.
  • 1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.