J.W. Burns & Co’s Palo Alto Networks PANW Stock Holding History

J.W. Burns & Co’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	$12.7M	Buy	37,210 +2,148	+6%	+$492K	1.32%	19
2026 Q1	$5.62M	Sell	35,062 -1,883	-5%	-$316K	0.64%	41
2025 Q4	$6.81M	Sell	36,945 -199	-0.5%	-$40.1K	0.75%	39
2025 Q3	$7.56M	Buy	37,144 +3,430	+10%	+$657K	0.86%	33
2025 Q2	$6.9M	Buy	33,714 +551	+2%	+$102K	0.84%	34
2025 Q1	$5.66M	Buy	33,163 +1,735	+6%	+$321K	0.73%	40
2024 Q4	$5.72M	Buy	31,428 +4,038	+15%	+$763K	0.73%	42
2024 Q3	$4.68M	Buy	27,390 +1,018	+4%	+$171K	0.61%	46
2024 Q2	$4.47M	Buy	26,372 +3,934	+18%	+$588K	0.6%	44
2024 Q1	$3.19M	Buy	22,438 +1,500	+7%	+$237K	0.44%	53
2023 Q4	$3.09M	Sell	20,938 -316	-1%	-$42.3K	0.46%	52
2023 Q3	$2.49M	Buy	21,254 +17,166	+420%	+$2.03M	0.4%	60
2023 Q2	$522K	Buy	4,088 +1,998	+96%	+$208K	0.08%	119
2023 Q1	$209K	Buy	+2,090	New	+$177K	0.04%	171
2016 Q4	–	Sell	-8,628	Closed	-$229K	–	160
2016 Q3	$229K	Buy	+8,628	New	+$197K	0.07%	141
2016 Q2	–	Sell	-8,454	Closed	-$230K	–	151
2016 Q1	$230K	Buy	+8,454	New	+$208K	0.07%	140

Other funds holding PANW

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

MJRIC

Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

J.W. Burns & Co's PANW Position: Q2 2026 in Review

J.W. Burns & Co increased its Palo Alto Networks (PANW) stake by 6.1% in Q2 2026, buying an estimated $492K and bringing the position to 37,210 shares worth $12.7M. The position accounts for 1.32% of the portfolio, ranked #19.

J.W. Burns & Co first reported a position in PANW in Q1 2016 and has held it in 16 quarters since. 498 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

J.W. Burns & Co held 37,210 shares of Palo Alto Networks worth $12.7M as of Q2 2026.
J.W. Burns & Co bought 2,148 Palo Alto Networks shares in Q2 2026, an estimated $492K.
Palo Alto Networks made up 1.32% of J.W. Burns & Co's portfolio in Q2 2026, its #19 holding.
J.W. Burns & Co first reported a position in Palo Alto Networks in Q1 2016 and has held it in 16 quarters since.
498 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.