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

Jacobi 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	$2.31M	Buy	6,780 +547	+9%	+$125K	0.11%	164
2026 Q1	$999K	Buy	6,233 +1,376	+28%	+$231K	0.06%	298
2025 Q4	$895K	Buy	4,857 +369	+8%	+$74.4K	0.05%	294
2025 Q3	$914K	Buy	4,488 +273	+6%	+$52.3K	0.06%	287
2025 Q2	$863K	Buy	4,215 +508	+14%	+$94.3K	0.06%	289
2025 Q1	$633K	Buy	3,707 +161	+5%	+$29.8K	0.05%	321
2024 Q4	$645K	Buy	3,546 +178	+5%	+$33.6K	0.05%	307
2024 Q3	$576K	Buy	3,368 +1,070	+47%	+$180K	0.04%	319
2024 Q2	$390K	Buy	+2,298	New	+$344K	0.03%	357
2021 Q4	–	Sell	-420	Closed	-$34K	–	1040
2021 Q3	$34K	Hold	420	–	–	﹤0.01%	745
2021 Q2	$26K	Buy	420 +312	+289%	+$18.5K	﹤0.01%	775
2021 Q1	$6K	Hold	108	–	–	﹤0.01%	1083
2020 Q4	$6K	Hold	108	–	–	﹤0.01%	977
2020 Q3	$4K	Hold	108	–	–	﹤0.01%	992
2020 Q2	$4K	Hold	108	–	–	﹤0.01%	959
2020 Q1	$3K	Hold	108	–	–	﹤0.01%	912
2019 Q4	$4K	Hold	108	–	–	﹤0.01%	879
2019 Q3	$4K	Buy	108 +72	+200%	+$2.55K	﹤0.01%	872
2019 Q2	$1K	Hold	36	–	–	﹤0.01%	1005
2019 Q1	$1K	Hold	36	–	–	﹤0.01%	949
2018 Q4	$1K	Hold	36	–	–	﹤0.01%	924
2018 Q3	$1K	Hold	36	–	–	﹤0.01%	952
2018 Q2	$1K	Hold	36	–	–	﹤0.01%	981
2018 Q1	$1K	Hold	36	–	–	﹤0.01%	947
2017 Q4	$1K	Hold	36	–	–	﹤0.01%	894
2017 Q3	$1K	Hold	36	–	–	﹤0.01%	880
2017 Q2	$1K	Buy	+36	New	+$727	﹤0.01%	802

Other funds holding PANW

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

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

Jacobi Capital Management increased its Palo Alto Networks (PANW) stake by 8.8% in Q2 2026, buying an estimated $125K and bringing the position to 6,780 shares worth $2.31M. The position accounts for 0.11% of the portfolio, ranked #164.

Jacobi Capital Management first reported a position in PANW in Q2 2017 and has held it in 27 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Jacobi Capital Management held 6,780 shares of Palo Alto Networks worth $2.31M as of Q2 2026.
Jacobi Capital Management bought 547 Palo Alto Networks shares in Q2 2026, an estimated $125K.
Palo Alto Networks made up 0.11% of Jacobi Capital Management's portfolio in Q2 2026, its #164 holding.
Jacobi Capital Management first reported a position in Palo Alto Networks in Q2 2017 and has held it in 27 quarters since.
1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.