TRUE Private Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

TRUE Private Wealth 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	$2.25M	Sell	6,586 -12	-0.2%	-$2.75K	0.19%	74
2026 Q1	$1.06M	Sell	6,598 -380	-5%	-$63.8K	0.1%	117
2025 Q4	$1.29M	Sell	6,978 -124	-2%	-$25K	0.13%	102
2025 Q3	$1.45M	Sell	7,102 -89	-1%	-$17K	0.15%	95
2025 Q2	$1.47M	Sell	7,191 -268	-4%	-$49.8K	0.17%	90
2025 Q1	$1.27M	Buy	7,459 +22	+0.3%	+$4.07K	0.15%	85
2024 Q4	$1.35M	Sell	7,437 -5	-0.1%	-$945	0.16%	83
2024 Q3	$1.27M	Buy	7,442 +6	+0.1%	+$1.01K	0.15%	83
2024 Q2	$1.26M	Sell	7,436 -22	-0.3%	-$3.29K	0.14%	87
2024 Q1	$1.06M	Buy	7,458 +460	+7%	+$72.6K	0.12%	92
2023 Q4	$1.03M	Buy	6,998 +20	+0.3%	+$2.67K	0.13%	95
2023 Q3	$818K	Buy	6,978 +52	+0.8%	+$6.15K	0.11%	107
2023 Q2	$885K	Sell	6,926 -554	-7%	-$57.6K	0.13%	89
2023 Q1	$747K	Buy	7,480 +266	+4%	+$22.5K	0.11%	97
2022 Q4	$503K	Sell	7,214 -1,030	-12%	-$82.7K	0.08%	117
2022 Q3	$675K	Hold	8,244	–	–	0.1%	89
2022 Q2	$678K	Buy	8,244 +60	+0.7%	+$5.32K	0.1%	99
2022 Q1	$754K	Hold	8,184	–	–	0.11%	100
2021 Q4	$759K	Sell	8,184 -24	-0.3%	-$2.08K	0.11%	122
2021 Q3	$655K	Hold	8,208	–	–	0.1%	122
2021 Q2	$507K	Hold	8,208	–	–	0.08%	138
2021 Q1	$441K	Hold	8,208	–	–	0.07%	144
2020 Q4	$486K	Sell	8,208 -1,200	-13%	-$56.1K	0.08%	128
2020 Q3	$383K	Hold	9,408	–	–	0.07%	138
2020 Q2	$360K	Buy	9,408 +144	+2%	+$5.07K	0.07%	133
2020 Q1	$253K	Buy	9,264 +1,926	+26%	+$67.2K	0.05%	136
2019 Q4	$282K	Buy	7,338 +738	+11%	+$27.9K	0.04%	182
2019 Q3	$224K	Sell	6,600 -66	-1%	-$2.34K	0.04%	185
2019 Q2	$226K	Sell	6,666 -396	-6%	-$14.8K	0.04%	180
2019 Q1	$285K	Sell	7,062 -192	-3%	-$7.12K	0.05%	159
2018 Q4	$227K	Hold	7,254	–	–	0.04%	212
2018 Q3	$272K	Hold	7,254	–	–	0.04%	227
2018 Q2	$248K	Buy	7,254 +66	+0.9%	+$2.2K	0.04%	236
2018 Q1	$217K	Buy	+7,188	New	+$200K	0.04%	212
2016 Q1	–	Sell	-6,984	Closed	-$205K	–	137
2015 Q4	$205K	Buy	+6,984	New	+$202K	0.09%	88

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

TRUE Private Wealth Advisors's PANW Position: Q2 2026 in Review

TRUE Private Wealth Advisors reduced its Palo Alto Networks (PANW) stake by 0.18% in Q2 2026, selling an estimated $2.75K and leaving 6,586 shares worth $2.25M. The position accounts for 0.19% of the portfolio, ranked #74.

TRUE Private Wealth Advisors first reported a position in PANW in Q4 2015 and has held it in 35 quarters since. 1,223 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

TRUE Private Wealth Advisors held 6,586 shares of Palo Alto Networks worth $2.25M as of Q2 2026.
TRUE Private Wealth Advisors sold 12 Palo Alto Networks shares in Q2 2026, an estimated $2.75K.
Palo Alto Networks made up 0.19% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #74 holding.
TRUE Private Wealth Advisors first reported a position in Palo Alto Networks in Q4 2015 and has held it in 35 quarters since.
1,223 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.