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 Q2	$8.18K	Hold	24	–	–	﹤0.01%	330
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jackson Grant Investment Advisers's PANW Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Palo Alto Networks (PANW) position steady in Q2 2026 at 24 shares worth $8.18K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Jackson Grant Investment Advisers first reported a position in PANW in Q4 2020 and has held it in 23 quarters since. The position peaked at $156K in Q1 2022. 2,912 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Jackson Grant Investment Advisers held 24 shares of Palo Alto Networks worth $8.18K as of Q2 2026.
Jackson Grant Investment Advisers left its Palo Alto Networks share count unchanged in Q2 2026.
Palo Alto Networks made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #330 holding.
Jackson Grant Investment Advisers first reported a position in Palo Alto Networks in Q4 2020 and has held it in 23 quarters since.
Jackson Grant Investment Advisers's Palo Alto Networks position peaked at $156K in Q1 2022.
2,912 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.