JWM
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Jupiter Wealth Management’s Palo Alto Networks PANW Stock Holding History

Jupiter 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
Q1 		– Sell
-1,500
Closed -$244K – 93
2025
Q4 		$244K Buy
1,500
+250
+20% +$50.4K 0.11% 72
2025
Q3 		$255K Buy
1,250
+500
+67% +$95.7K 0.12% 78
2025
Q2 		$133K Buy
+750
New +$139K 0.07% 84
2024
Q2 		– Sell
-1,000
Closed -$152K – 100
2024
Q1 		$152K Buy
+1,000
New +$158K 0.08% 85

Other funds holding PANW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jupiter Wealth Management's PANW Position: Q1 2026 in Review

Jupiter Wealth Management sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 1,500 shares — an estimated $244K sold.

Jupiter Wealth Management first reported a position in PANW in Q1 2024 and held it in 4 quarters. The position peaked at $255K in Q3 2025. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Jupiter Wealth Management reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
  • Jupiter Wealth Management sold 1,500 Palo Alto Networks shares in Q1 2026, an estimated $244K.
  • Jupiter Wealth Management first reported a position in Palo Alto Networks in Q1 2024 and held it in 4 quarters.
  • Jupiter Wealth Management's Palo Alto Networks position peaked at $255K in Q3 2025.
  • 2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.