Jamison Private Wealth Management’s Palo Alto Networks PANW Stock Holding History

Jamison Private Wealth 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	$12.8M	Buy	37,508 +1,167	+3%	+$267K	1.29%	23
2026 Q1	$5.83M	Buy	36,341 +1,958	+6%	+$329K	0.71%	47
2025 Q4	$6.33M	Buy	34,383 +736	+2%	+$148K	0.77%	42
2025 Q3	$6.85M	Buy	33,647 +635	+2%	+$122K	0.87%	39
2025 Q2	$6.76M	Buy	33,012 +153	+0.5%	+$28.4K	0.97%	38
2025 Q1	$5.61M	Buy	32,859 +1,163	+4%	+$215K	0.85%	40
2024 Q4	$5.77M	Buy	31,696 +36	+0.1%	+$6.8K	0.85%	39
2024 Q3	$5.41M	Buy	31,660 +650	+2%	+$109K	0.82%	42
2024 Q2	$5.26M	Buy	31,010 +254	+0.8%	+$38K	0.87%	38
2024 Q1	$4.37M	Buy	30,756 +124	+0.4%	+$19.6K	0.74%	44
2023 Q4	$4.52M	Sell	30,632 -118	-0.4%	-$15.8K	0.85%	40
2023 Q3	$3.6M	Buy	+30,750	New	+$3.64M	0.75%	44

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

Jamison Private Wealth Management's PANW Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Palo Alto Networks (PANW) stake by 3.2% in Q2 2026, buying an estimated $267K and bringing the position to 37,508 shares worth $12.8M. The position accounts for 1.29% of the portfolio, ranked #23.

Jamison Private Wealth Management first reported a position in PANW in Q3 2023 and has held it in 12 quarters since. 1,223 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Jamison Private Wealth Management held 37,508 shares of Palo Alto Networks worth $12.8M as of Q2 2026.
Jamison Private Wealth Management bought 1,167 Palo Alto Networks shares in Q2 2026, an estimated $267K.
Palo Alto Networks made up 1.29% of Jamison Private Wealth Management's portfolio in Q2 2026, its #23 holding.
Jamison Private Wealth Management first reported a position in Palo Alto Networks in Q3 2023 and has held it in 12 quarters since.
1,223 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.