JWM
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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
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

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

JGP Wealth Management's PANW Position: Q2 2026 in Review

JGP Wealth Management increased its Palo Alto Networks (PANW) stake by 5.5% in Q2 2026, buying an estimated $21.1K and bringing the position to 1,770 shares worth $604K. The position accounts for 0.05% of the portfolio, ranked #142.

JGP Wealth Management first reported a position in PANW in Q2 2024 and has held it in 9 quarters since. 1,038 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • JGP Wealth Management held 1,770 shares of Palo Alto Networks worth $604K as of Q2 2026.
  • JGP Wealth Management bought 92 Palo Alto Networks shares in Q2 2026, an estimated $21.1K.
  • Palo Alto Networks made up 0.05% of JGP Wealth Management's portfolio in Q2 2026, its #142 holding.
  • JGP Wealth Management first reported a position in Palo Alto Networks in Q2 2024 and has held it in 9 quarters since.
  • 1,038 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.