TrueWealth Advisors’s Palo Alto Networks PANW Stock Holding History

TrueWealth 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 Q3	$671K	Sell	1,688 -153	-8%	-$54.4K	0.15%	126
2026 Q2	$628K	Sell	1,841 -2,847	-61%	-$652K	0.14%	131
2026 Q1	$752K	Buy	4,688 +1,105	+31%	+$186K	0.19%	102
2025 Q4	$660K	Sell	3,583 -166	-4%	-$33.5K	0.17%	110
2025 Q3	$763K	Buy	3,749 +942	+34%	+$180K	0.21%	93
2025 Q2	$574K	Buy	2,807 +1,084	+63%	+$201K	0.17%	110
2025 Q1	$294K	Buy	+1,723	New	+$319K	0.1%	163
2024 Q4	–	Sell	-2,120	Closed	-$362K	–	238
2024 Q3	$362K	Buy	2,120 +448	+27%	+$75.4K	0.12%	154
2024 Q2	$283K	Buy	+1,672	New	+$250K	0.1%	170

Other funds holding PANW

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

TrueWealth Advisors's PANW Position: Q3 2026 in Review

TrueWealth Advisors reduced its Palo Alto Networks (PANW) stake by 8.3% in Q3 2026, selling an estimated $54.4K and leaving 1,688 shares worth $671K. The position accounts for 0.15% of the portfolio, ranked #126.

TrueWealth Advisors first reported a position in PANW in Q2 2024 and has held it in 9 quarters since. The position peaked at $763K in Q3 2025. 2,339 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

TrueWealth Advisors held 1,688 shares of Palo Alto Networks worth $671K as of Q3 2026.
TrueWealth Advisors sold 153 Palo Alto Networks shares in Q3 2026, an estimated $54.4K.
Palo Alto Networks made up 0.15% of TrueWealth Advisors's portfolio in Q3 2026, its #126 holding.
TrueWealth Advisors first reported a position in Palo Alto Networks in Q2 2024 and has held it in 9 quarters since.
TrueWealth Advisors's Palo Alto Networks position peaked at $763K in Q3 2025.
2,339 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.