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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

TrueWealth Advisors's PANW Position: Q2 2026 in Review

TrueWealth Advisors reduced its Palo Alto Networks (PANW) stake by 61% in Q2 2026, selling an estimated $652K and leaving 1,841 shares worth $628K. The position accounts for 0.14% of the portfolio, ranked #131.

TrueWealth Advisors first reported a position in PANW in Q2 2024 and has held it in 8 quarters since. The position peaked at $763K in Q3 2025. 1,358 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

TrueWealth Advisors held 1,841 shares of Palo Alto Networks worth $628K as of Q2 2026.
TrueWealth Advisors sold 2,847 Palo Alto Networks shares in Q2 2026, an estimated $652K.
Palo Alto Networks made up 0.14% of TrueWealth Advisors's portfolio in Q2 2026, its #131 holding.
TrueWealth Advisors first reported a position in Palo Alto Networks in Q2 2024 and has held it in 8 quarters since.
TrueWealth Advisors's Palo Alto Networks position peaked at $763K in Q3 2025.
1,358 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.