JWA
PANW icon

JFS Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

JFS Wealth Advisors’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 		$198K Buy
580
+3
+0.5% +$687 0.01% 339
2026
Q1 		$92.5K Sell
577
-42
-7% -$7.06K 0.01% 421
2025
Q4 		$114K Sell
619
-997
-62% -$201K 0.01% 389
2025
Q3 		$329K Buy
1,616
+1,308
+425% +$250K 0.02% 269
2025
Q2 		$63K Buy
308
+9
+3% +$1.67K ﹤0.01% 441
2025
Q1 		$51K Buy
299
+5
+2% +$925 ﹤0.01% 466
2024
Q4 		$53.5K Sell
294
-220
-43% -$41.6K ﹤0.01% 451
2024
Q3 		$87.8K Buy
514
+442
+614% +$74.4K 0.01% 384
2024
Q2 		$12.2K Sell
72
-114
-61% -$17.1K ﹤0.01% 735
2024
Q1 		$26.4K Buy
186
+114
+158% +$18K ﹤0.01% 568
2023
Q4 		$10.6K Buy
72
+4
+6% +$535 ﹤0.01% 753
2023
Q3 		$7.97K Hold
68
– – ﹤0.01% 808
2023
Q2 		$8.69K Buy
68
+20
+42% +$2.08K ﹤0.01% 771
2023
Q1 		$4.79K Hold
48
– – ﹤0.01% 1007
2022
Q4 		$3.35K Buy
48
+4
+9% +$321 ﹤0.01% 1157
2022
Q3 		$4K Sell
44
-4
-8% -$346 ﹤0.01% 1093
2022
Q2 		$4K Sell
48
-18
-27% -$1.6K ﹤0.01% 1103
2022
Q1 		$7K Buy
66
+42
+175% +$3.76K ﹤0.01% 929
2021
Q4 		$2K Buy
+24
New +$2.08K ﹤0.01% 1129
2020
Q1 		– Sell
-30
Closed -$1K – 553
2019
Q4 		$1K Hold
30
– – ﹤0.01% 493
2019
Q3 		$1K Buy
+30
New +$1.06K ﹤0.01% 493

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
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
RG
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

JFS Wealth Advisors's PANW Position: Q2 2026 in Review

JFS Wealth Advisors increased its Palo Alto Networks (PANW) stake by 0.52% in Q2 2026, buying an estimated $687 and bringing the position to 580 shares worth $198K. The position accounts for 0.01% of the portfolio, ranked #339.

JFS Wealth Advisors first reported a position in PANW in Q3 2019 and has held it in 21 quarters since. The position peaked at $329K in Q3 2025. 1,223 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • JFS Wealth Advisors held 580 shares of Palo Alto Networks worth $198K as of Q2 2026.
  • JFS Wealth Advisors bought 3 Palo Alto Networks shares in Q2 2026, an estimated $687.
  • Palo Alto Networks made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #339 holding.
  • JFS Wealth Advisors first reported a position in Palo Alto Networks in Q3 2019 and has held it in 21 quarters since.
  • JFS Wealth Advisors's Palo Alto Networks position peaked at $329K in Q3 2025.
  • 1,223 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.