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

Evelyn Partners Investment 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 		$7.8M Buy
48,651
+6,494
+15% +$1.09M 0.21% 64
2025
Q4 		$7.77M Buy
42,157
+2,351
+6% +$474K 0.21% 66
2025
Q3 		$8.11M Buy
39,806
+3,535
+10% +$677K 0.23% 64
2025
Q2 		$7.42M Buy
36,271
+1,145
+3% +$213K 0.23% 66
2025
Q1 		$5.99M Buy
35,126
+2,653
+8% +$491K 0.2% 69
2024
Q4 		$5.91M Buy
+32,473
New +$6.13M 0.19% 70

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Evelyn Partners Investment Management increased its Palo Alto Networks (PANW) stake by 15% in Q1 2026, buying an estimated $1.09M and bringing the position to 48,651 shares worth $7.8M. The position accounts for 0.21% of the portfolio, ranked #64.

Evelyn Partners Investment Management first reported a position in PANW in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.11M in Q3 2025. 2,466 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Evelyn Partners Investment Management held 48,651 shares of Palo Alto Networks worth $7.8M as of Q1 2026.
  • Evelyn Partners Investment Management bought 6,494 Palo Alto Networks shares in Q1 2026, an estimated $1.09M.
  • Palo Alto Networks made up 0.21% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #64 holding.
  • Evelyn Partners Investment Management first reported a position in Palo Alto Networks in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Palo Alto Networks position peaked at $8.11M in Q3 2025.
  • 2,466 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

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