EWM
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Evercore Wealth Management’s Palo Alto Networks PANW Stock Holding History

Evercore 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
Q2 		$1.09M Buy
3,209
+70
+2% +$16K 0.02% 219
2026
Q1 		$503K Buy
3,139
+93
+3% +$15.6K 0.01% 281
2025
Q4 		$561K Sell
3,046
-738
-20% -$149K 0.01% 274
2025
Q3 		$770K Hold
3,784
– – 0.01% 246
2025
Q2 		$774K Hold
3,784
– – 0.01% 232
2025
Q1 		$646K Sell
3,784
-104
-3% -$19.2K 0.01% 257
2024
Q4 		$707K Buy
3,888
+760
+24% +$144K 0.01% 245
2024
Q3 		$535K Hold
3,128
– – 0.01% 270
2024
Q2 		$530K Sell
3,128
-18
-0.6% -$2.69K 0.01% 269
2024
Q1 		$447K Buy
3,146
+312
+11% +$49.2K 0.01% 295
2023
Q4 		$418K Buy
2,834
+24
+0.9% +$3.21K 0.01% 298
2023
Q3 		$329K Buy
2,810
+80
+3% +$9.47K 0.01% 307
2023
Q2 		$349K Hold
2,730
– – 0.01% 311
2023
Q1 		$273K Buy
+2,730
New +$231K 0.01% 342
2022
Q4 		– Sell
-2,628
Closed -$215K – 405
2022
Q3 		$215K Hold
2,628
– – ﹤0.01% 362
2022
Q2 		$216K Hold
2,628
– – ﹤0.01% 369
2022
Q1 		$273K Sell
2,628
-348
-12% -$31.1K ﹤0.01% 372
2021
Q4 		$276K Hold
2,976
– – ﹤0.01% 373
2021
Q3 		$238K Buy
+2,976
New +$209K ﹤0.01% 392
2021
Q1 		– Sell
-4,302
Closed -$255K – 440
2020
Q4 		$255K Buy
+4,302
New +$201K 0.01% 386
2018
Q1 		– Sell
-276
Closed -$7K – 668
2017
Q4 		$7K Hold
276
– – ﹤0.01% 836
2017
Q3 		$7K Buy
+276
New +$6.29K ﹤0.01% 818
2017
Q2 		– Sell
-174
Closed -$3K – 1025
2017
Q1 		$3K Sell
174
-1,920
-92% -$42.9K ﹤0.01% 935
2016
Q4 		$44K Hold
2,094
– – ﹤0.01% 630
2016
Q3 		$56K Sell
2,094
-714
-25% -$16.3K ﹤0.01% 577
2016
Q2 		$58K Buy
2,808
+2,634
+1,514% +$61K ﹤0.01% 549
2016
Q1 		$5K Buy
+174
New +$4.28K ﹤0.01% 861

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

Evercore Wealth Management's PANW Position: Q2 2026 in Review

Evercore Wealth Management increased its Palo Alto Networks (PANW) stake by 2.2% in Q2 2026, buying an estimated $16K and bringing the position to 3,209 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #219.

Evercore Wealth Management first reported a position in PANW in Q1 2016 and has held it in 27 quarters since. 2,915 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Evercore Wealth Management held 3,209 shares of Palo Alto Networks worth $1.09M as of Q2 2026.
  • Evercore Wealth Management bought 70 Palo Alto Networks shares in Q2 2026, an estimated $16K.
  • Palo Alto Networks made up 0.02% of Evercore Wealth Management's portfolio in Q2 2026, its #219 holding.
  • Evercore Wealth Management first reported a position in Palo Alto Networks in Q1 2016 and has held it in 27 quarters since.
  • 2,915 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.