JKA
PANW icon

Jones Kertz & Associates’s Palo Alto Networks PANW Stock Holding History

Jones Kertz & Associates’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 		$5.51M Sell
16,155
-1,215
-7% -$278K 2.54% 11
2026
Q1 		$2.78M Sell
17,370
-20
-0.1% -$3.36K 1.48% 21
2025
Q4 		$3.2M Buy
+17,390
New +$3.51M 1.65% 21

Other funds holding PANW

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Jones Kertz & Associates's PANW Position: Q2 2026 in Review

Jones Kertz & Associates reduced its Palo Alto Networks (PANW) stake by 7% in Q2 2026, selling an estimated $278K and leaving 16,155 shares worth $5.51M. The position accounts for 2.54% of the portfolio, ranked #11.

Jones Kertz & Associates first reported a position in PANW in Q4 2025 and has held it in 3 quarters since. 1,734 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Jones Kertz & Associates held 16,155 shares of Palo Alto Networks worth $5.51M as of Q2 2026.
  • Jones Kertz & Associates sold 1,215 Palo Alto Networks shares in Q2 2026, an estimated $278K.
  • Palo Alto Networks made up 2.54% of Jones Kertz & Associates's portfolio in Q2 2026, its #11 holding.
  • Jones Kertz & Associates first reported a position in Palo Alto Networks in Q4 2025 and has held it in 3 quarters since.
  • 1,734 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Jones Kertz & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.