JGP Wealth Management
PANW icon

JGP Wealth Management’s Palo Alto Networks PANW Stock Holding History

JGP 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
Q3 		$703K Sell
1,769
-1
-0.1% -$356 0.06% 137
2026
Q2 		$604K Buy
1,770
+92
+5% +$21.1K 0.05% 142
2026
Q1 		$269K Buy
1,678
+189
+13% +$31.8K 0.03% 192
2025
Q4 		$274K Buy
1,489
+102
+7% +$20.6K 0.03% 195
2025
Q3 		$290K Sell
1,387
-10
-0.7% -$1.91K 0.03% 177
2025
Q2 		$286K Sell
1,397
-84
-6% -$15.6K 0.03% 171
2025
Q1 		$253K Buy
1,481
+147
+11% +$27.2K 0.03% 170
2024
Q4 		$243K Buy
1,334
+28
+2% +$5.29K 0.03% 169
2024
Q3 		$223K Buy
1,306
+10
+0.8% +$1.68K 0.03% 169
2024
Q2 		$220K Buy
+1,296
New +$194K 0.03% 161

Other funds holding PANW

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

JGP Wealth Management's PANW Position: Q3 2026 in Review

JGP Wealth Management reduced its Palo Alto Networks (PANW) stake by 0.06% in Q3 2026, selling an estimated $356 and leaving 1,769 shares worth $703K. The position accounts for 0.06% of the portfolio, ranked #137.

JGP Wealth Management first reported a position in PANW in Q2 2024 and has held it in 10 quarters since. 2,711 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • JGP Wealth Management held 1,769 shares of Palo Alto Networks worth $703K as of Q3 2026.
  • JGP Wealth Management sold 1 Palo Alto Networks share in Q3 2026, an estimated $356.
  • Palo Alto Networks made up 0.06% of JGP Wealth Management's portfolio in Q3 2026, its #137 holding.
  • JGP Wealth Management first reported a position in Palo Alto Networks in Q2 2024 and has held it in 10 quarters since.
  • 2,711 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.