Evelyn Partners Investment Management Services’s Palo Alto Networks PANW Stock Holding History

Evelyn Partners Investment Management Services’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	$2.35M	Buy	14,641 +3,505	+31%	+$589K	0.28%	67
2025 Q4	$2.05M	Buy	11,136 +1,182	+12%	+$238K	0.26%	65
2025 Q3	$2.03M	Buy	9,954 +2,050	+26%	+$392K	0.27%	60
2025 Q2	$1.62M	Buy	7,904 +211	+3%	+$39.2K	0.24%	63
2025 Q1	$1.31M	Buy	7,693 +2,003	+35%	+$370K	0.22%	69
2024 Q4	$1.04M	Buy	+5,690	New	+$1.07M	0.18%	73

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evelyn Partners Investment Management Services's PANW Position: Q1 2026 in Review

Evelyn Partners Investment Management Services increased its Palo Alto Networks (PANW) stake by 31% in Q1 2026, buying an estimated $589K and bringing the position to 14,641 shares worth $2.35M. The position accounts for 0.28% of the portfolio, ranked #67.

Evelyn Partners Investment Management Services first reported a position in PANW in Q4 2024 and has held it in 6 quarters since. 2,466 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Evelyn Partners Investment Management Services held 14,641 shares of Palo Alto Networks worth $2.35M as of Q1 2026.
Evelyn Partners Investment Management Services bought 3,505 Palo Alto Networks shares in Q1 2026, an estimated $589K.
Palo Alto Networks made up 0.28% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #67 holding.
Evelyn Partners Investment Management Services first reported a position in Palo Alto Networks in Q4 2024 and has held it in 6 quarters since.
2,466 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.