Evercore Wealth Management’s Palo Alto Networks PANW Stock Holding History
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
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. 2,938 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.
- 2,938 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.