Jackson Grant Investment Advisers’s Palo Alto Networks PANW Stock Holding History

Jackson Grant Investment Advisers’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 Q1	$3.85K	Hold	24	–	–	﹤0.01%	362
2025 Q4	$4.42K	Hold	24	–	–	﹤0.01%	358
2025 Q3	$4.89K	Hold	24	–	–	﹤0.01%	351
2025 Q2	$4.91K	Hold	24	–	–	﹤0.01%	323
2025 Q1	$4.09K	Hold	24	–	–	﹤0.01%	327
2024 Q4	$4.37K	Hold	24	–	–	﹤0.01%	331
2024 Q3	$4.1K	Hold	24	–	–	﹤0.01%	334
2024 Q2	$4.07K	Hold	24	–	–	﹤0.01%	330
2024 Q1	$3.41K	Hold	24	–	–	﹤0.01%	326
2023 Q4	$3.54K	Hold	24	–	–	﹤0.01%	319
2023 Q3	$2.81K	Hold	24	–	–	﹤0.01%	327
2023 Q2	$3.07K	Sell	24 -474	-95%	-$49.3K	﹤0.01%	334
2023 Q1	$49.7K	Hold	498	–	–	0.02%	186
2022 Q4	$34.7K	Hold	498	–	–	0.02%	209
2022 Q3	$41K	Hold	498	–	–	0.02%	192
2022 Q2	$41K	Sell	498 -1,002	-67%	-$88.9K	0.02%	203
2022 Q1	$156K	Hold	1,500	–	–	0.07%	121
2021 Q4	$139K	Hold	1,500	–	–	0.07%	109
2021 Q3	$120K	Hold	1,500	–	–	0.05%	138
2021 Q2	$93K	Hold	1,500	–	–	0.04%	149
2021 Q1	$81K	Hold	1,500	–	–	0.04%	156
2020 Q4	$89K	Buy	+1,500	New	+$70.1K	0.05%	141

Other funds holding PANW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jackson Grant Investment Advisers's PANW Position: Q1 2026 in Review

Jackson Grant Investment Advisers held its Palo Alto Networks (PANW) position steady in Q1 2026 at 24 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Jackson Grant Investment Advisers first reported a position in PANW in Q4 2020 and has held it in 22 quarters since. The position peaked at $156K in Q1 2022. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Jackson Grant Investment Advisers held 24 shares of Palo Alto Networks worth $3.85K as of Q1 2026.
Jackson Grant Investment Advisers left its Palo Alto Networks share count unchanged in Q1 2026.
Palo Alto Networks made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q1 2026, its #362 holding.
Jackson Grant Investment Advisers first reported a position in Palo Alto Networks in Q4 2020 and has held it in 22 quarters since.
Jackson Grant Investment Advisers's Palo Alto Networks position peaked at $156K in Q1 2022.
2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2026, filed 8 May 2026.