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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$625K Buy
1,833
+34
+2% +$7.78K 0.18% 54
2026
Q1
$288K Buy
1,799
+454
+34% +$76.3K 0.1% 84
2025
Q4
$248K Buy
1,345
+41
+3% +$8.27K 0.08% 99
2025
Q3
$266K Sell
1,304
-148
-10% -$28.3K 0.09% 91
2025
Q2
$297K Buy
1,452
+111
+8% +$20.6K 0.11% 78
2025
Q1
$229K Buy
1,341
+29
+2% +$5.36K 0.1% 86
2024
Q4
$239K Buy
1,312
+14
+1% +$2.65K 0.1% 79
2024
Q3
$222K Buy
+1,298
New +$218K 0.09% 92

Other funds holding PANW

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

Jacobsen Capital Management increased its Palo Alto Networks (PANW) stake by 1.9% in Q2 2026, buying an estimated $7.78K and bringing the position to 1,833 shares worth $625K. The position accounts for 0.18% of the portfolio, ranked #54.

Jacobsen Capital Management first reported a position in PANW in Q3 2024 and has held it in 8 quarters since. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Jacobsen Capital Management held 1,833 shares of Palo Alto Networks worth $625K as of Q2 2026.
  • Jacobsen Capital Management bought 34 Palo Alto Networks shares in Q2 2026, an estimated $7.78K.
  • Palo Alto Networks made up 0.18% of Jacobsen Capital Management's portfolio in Q2 2026, its #54 holding.
  • Jacobsen Capital Management first reported a position in Palo Alto Networks in Q3 2024 and has held it in 8 quarters since.
  • 2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.