TWD
PANW icon

True Wealth Design’s Palo Alto Networks PANW Stock Holding History

True Wealth Design’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 		$68.9K Sell
202
-109
-35% -$24.9K 0.02% 371
2026
Q1 		$49.9K Sell
311
-537
-63% -$90.2K 0.01% 404
2025
Q4 		$156K Buy
848
+282
+50% +$56.9K 0.05% 111
2025
Q3 		$115K Buy
566
+110
+24% +$21.1K 0.04% 135
2025
Q2 		$93.3K Buy
456
+61
+15% +$11.3K 0.03% 114
2025
Q1 		$67.4K Buy
395
+157
+66% +$29K 0.03% 147
2024
Q4 		$43.3K Buy
238
+56
+31% +$10.6K 0.02% 192
2024
Q3 		$31.1K Buy
182
+176
+2,933% +$29.6K 0.01% 236
2024
Q2 		$1.02K Sell
6
-2
-25% -$299 ﹤0.01% 505
2024
Q1 		$1.14K Buy
8
+4
+100% +$631 ﹤0.01% 437
2023
Q4 		$590 Hold
4
– – ﹤0.01% 437
2023
Q3 		$469 Hold
4
– – ﹤0.01% 437
2023
Q2 		$512 Hold
4
– – ﹤0.01% 431
2023
Q1 		$400 Hold
4
– – ﹤0.01% 578
2022
Q4 		$279 Buy
+4
New +$321 ﹤0.01% 601

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

True Wealth Design's PANW Position: Q2 2026 in Review

True Wealth Design reduced its Palo Alto Networks (PANW) stake by 35% in Q2 2026, selling an estimated $24.9K and leaving 202 shares worth $68.9K. The position accounts for 0.02% of the portfolio, ranked #371.

True Wealth Design first reported a position in PANW in Q4 2022 and has held it in 15 quarters since. The position peaked at $156K in Q4 2025. 1,185 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • True Wealth Design held 202 shares of Palo Alto Networks worth $68.9K as of Q2 2026.
  • True Wealth Design sold 109 Palo Alto Networks shares in Q2 2026, an estimated $24.9K.
  • Palo Alto Networks made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #371 holding.
  • True Wealth Design first reported a position in Palo Alto Networks in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Palo Alto Networks position peaked at $156K in Q4 2025.
  • 1,185 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.