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

EP 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 		$81.1M Buy
237,773
+38,279
+19% +$8.76M 0.31% 47
2026
Q1 		$32M Buy
199,494
+20,442
+11% +$3.43M 0.16% 100
2025
Q4 		$33M Buy
+179,052
New +$36.1M 0.17% 94
2025
Q2 		$25.4M Buy
124,048
+3,835
+3% +$712K 0.17% 102
2025
Q1 		$20.5M Buy
120,213
+13,705
+13% +$2.53M 0.16% 107
2024
Q4 		$19.4M Buy
106,508
+4,504
+4% +$851K 0.16% 106
2024
Q3 		$17.4M Buy
102,004
+92,440
+967% +$15.6M 0.15% 114
2024
Q2 		$1.62M Sell
9,564
-4,338
-31% -$649K 0.02% 315
2024
Q1 		$1.97M Sell
13,902
-5,492
-28% -$866K 0.02% 264
2023
Q4 		$2.86M Buy
19,394
+5,014
+35% +$670K 0.04% 216
2023
Q3 		$1.69M Sell
14,380
-24,728
-63% -$2.93M 0.03% 256
2023
Q2 		$1.46M Buy
39,108
+27,546
+238% +$2.87M 0.02% 281
2023
Q1 		$361K Buy
11,562
+5,502
+91% +$466K 0.01% 458
2022
Q4 		$423K Buy
+6,060
New +$487K 0.01% 412

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

EP Wealth Advisors increased its Palo Alto Networks (PANW) stake by 19% in Q2 2026, buying an estimated $8.76M and bringing the position to 237,773 shares worth $81.1M. The position accounts for 0.31% of the portfolio, ranked #47.

EP Wealth Advisors first reported a position in PANW in Q4 2022 and has held it in 14 quarters since. 2,888 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • EP Wealth Advisors held 237,773 shares of Palo Alto Networks worth $81.1M as of Q2 2026.
  • EP Wealth Advisors bought 38,279 Palo Alto Networks shares in Q2 2026, an estimated $8.76M.
  • Palo Alto Networks made up 0.31% of EP Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • EP Wealth Advisors first reported a position in Palo Alto Networks in Q4 2022 and has held it in 14 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.