J2 Capital Management’s Palo Alto Networks PANW Stock Holding History

J2 Capital Management’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	$1.11M	Sell	3,255 -1,537	-32%	-$352K	0.75%	18
2026 Q1	$768K	Buy	4,792 +1,300	+37%	+$218K	0.53%	35
2025 Q4	$643K	Buy	3,492 +91	+3%	+$18.4K	0.47%	49
2025 Q3	$693K	Buy	3,401 +211	+7%	+$40.4K	0.52%	41
2025 Q2	$653K	Buy	3,190 +1,519	+91%	+$282K	0.52%	41
2025 Q1	$285K	Buy	1,671 +34	+2%	+$6.29K	0.26%	80
2024 Q4	$298K	Buy	+1,637	New	+$309K	0.28%	89
2023 Q3	$278K	Sell	2,374 -74	-3%	-$8.76K	0.35%	83
2023 Q2	$313K	Buy	2,448 +22	+0.9%	+$2.29K	0.37%	75
2023 Q1	$242K	Buy	+2,426	New	+$206K	0.37%	81
2022 Q2	–	Sell	-2,112	Closed	-$219K	–	108
2022 Q1	$219K	Buy	+2,112	New	+$189K	0.24%	93

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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

J2 Capital Management's PANW Position: Q2 2026 in Review

J2 Capital Management reduced its Palo Alto Networks (PANW) stake by 32% in Q2 2026, selling an estimated $352K and leaving 3,255 shares worth $1.11M. The position accounts for 0.75% of the portfolio, ranked #18.

J2 Capital Management first reported a position in PANW in Q1 2022 and has held it in 11 quarters since. 1,223 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

J2 Capital Management held 3,255 shares of Palo Alto Networks worth $1.11M as of Q2 2026.
J2 Capital Management sold 1,537 Palo Alto Networks shares in Q2 2026, an estimated $352K.
Palo Alto Networks made up 0.75% of J2 Capital Management's portfolio in Q2 2026, its #18 holding.
J2 Capital Management first reported a position in Palo Alto Networks in Q1 2022 and has held it in 11 quarters since.
1,223 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on J2 Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.