JWCA
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J.W. Cole Advisors’s Palo Alto Networks PANW Stock Holding History

J.W. Cole 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 		$9.83M Buy
+28,837
New +$6.6M 0.17% 125
2026
Q1 		– Sell
-35,728
Closed -$5.46M – 1267
2025
Q4 		$5.46M Buy
35,728
+285
+0.8% +$57.5K 0.13% 155
2025
Q3 		$7.22M Buy
35,443
+2,686
+8% +$514K 0.14% 155
2025
Q2 		$6.7M Buy
32,757
+5,472
+20% +$1.02M 0.14% 151
2025
Q1 		$4.66M Buy
27,285
+12,247
+81% +$2.26M 0.14% 150
2024
Q4 		$2.74M Sell
15,038
-402
-3% -$75.9K 0.11% 180
2024
Q3 		$2.64M Sell
15,440
-1,566
-9% -$264K 0.11% 194
2024
Q2 		$2.88M Buy
17,006
+2,626
+18% +$393K 0.14% 154
2024
Q1 		$2.04M Buy
14,380
+10,974
+322% +$1.73M 0.1% 207
2023
Q4 		$502K Buy
3,406
+80
+2% +$10.7K 0.03% 487
2023
Q3 		$390K Buy
3,326
+958
+40% +$113K 0.03% 485
2023
Q2 		$303K Sell
2,368
-1,176
-33% -$122K 0.02% 580
2023
Q1 		$354K Buy
+3,544
New +$300K 0.03% 548
2022
Q4 		– Sell
-2,592
Closed -$212K – 763
2022
Q3 		$212K Sell
2,592
-1,296
-33% -$112K 0.02% 657
2022
Q2 		$320K Buy
3,888
+1,428
+58% +$127K 0.03% 531
2022
Q1 		$255K Sell
2,460
-1,410
-36% -$126K 0.02% 675
2021
Q4 		$359K Buy
+3,870
New +$335K 0.02% 583
2020
Q4 		– Sell
-10,536
Closed -$430K – 809
2020
Q3 		$430K Buy
+10,536
New +$438K 0.03% 453

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

J.W. Cole Advisors's PANW Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Palo Alto Networks (PANW) in Q2 2026: 28,837 shares worth $9.83M. The stake represents 0.17% of the portfolio and ranks #125 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in PANW as recently as Q4 2025.

J.W. Cole Advisors first reported a position in PANW in Q3 2020 and has held it in 18 quarters since. 935 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • J.W. Cole Advisors held 28,837 shares of Palo Alto Networks worth $9.83M as of Q2 2026.
  • Palo Alto Networks was a new J.W. Cole Advisors position in Q2 2026.
  • Palo Alto Networks made up 0.17% of J.W. Cole Advisors's portfolio in Q2 2026, its #125 holding.
  • J.W. Cole Advisors first reported a position in Palo Alto Networks in Q3 2020 and has held it in 18 quarters since.
  • 935 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.