Evergreen Capital Management’s Palo Alto Networks PANW Stock Holding History

Evergreen Capital 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	$20.2M	Buy	59,279 +5,181	+10%	+$1.19M	0.35%	63
2026 Q1	$8.67M	Buy	54,098 +4,956	+10%	+$833K	0.19%	127
2025 Q4	$9.05M	Sell	49,142 -4,170	-8%	-$841K	0.2%	119
2025 Q3	$10.9M	Buy	53,312 +1,505	+3%	+$288K	0.26%	100
2025 Q2	$10.6M	Sell	51,807 -10,446	-17%	-$1.94M	0.32%	86
2025 Q1	$10.6M	Sell	62,253 -2,833	-4%	-$524K	0.36%	74
2024 Q4	$11.8M	Sell	65,086 -260	-0.4%	-$49.1K	0.39%	70
2024 Q3	$11.2M	Buy	65,346 +284	+0.4%	+$47.8K	0.37%	67
2024 Q2	$11M	Buy	65,062 +42	+0.1%	+$6.28K	0.4%	68
2024 Q1	$9.24M	Sell	65,020 -19,408	-23%	-$3.06M	0.35%	76
2023 Q4	$12.4M	Buy	84,428 +538	+0.6%	+$71.9K	0.51%	49
2023 Q3	$9.83M	Sell	83,890 -294	-0.3%	-$34.8K	0.43%	62
2023 Q2	$10.8M	Sell	84,184 -4,972	-6%	-$517K	0.45%	59
2023 Q1	$8.9M	Sell	89,156 -754	-0.8%	-$63.9K	0.4%	72
2022 Q4	$6.27M	Sell	89,910 -50	-0.1%	-$4.01K	0.29%	98
2022 Q3	$7.37M	Sell	89,960 -3,436	-4%	-$298K	0.38%	75
2022 Q2	$7.69M	Buy	93,396 +2,982	+3%	+$264K	0.4%	79
2022 Q1	$9.38M	Buy	90,414 +5,934	+7%	+$531K	0.38%	77
2021 Q4	$7.84M	Buy	84,480 +3,750	+5%	+$324K	0.31%	88
2021 Q3	$6.45M	Buy	80,730 +4,068	+5%	+$286K	0.29%	89
2021 Q2	$4.74M	Buy	76,662 +70,338	+1,112%	+$4.17M	0.23%	115
2021 Q1	$339K	Buy	6,324 +120	+2%	+$7.13K	0.02%	374
2020 Q4	$367K	Buy	6,204 +210	+4%	+$9.81K	0.02%	318
2020 Q3	$245K	Sell	5,994 -150	-2%	-$6.24K	0.02%	356
2020 Q2	$235K	Buy	+6,144	New	+$216K	0.02%	339
2020 Q1	–	Sell	-6,414	Closed	-$247K	–	462
2019 Q4	$247K	Hold	6,414	–	–	0.02%	384
2019 Q3	$218K	Sell	6,414 -780	-11%	-$27.6K	0.02%	378
2019 Q2	$244K	Buy	7,194 +780	+12%	+$29.2K	0.02%	346
2019 Q1	$260K	Hold	6,414	–	–	0.03%	314
2018 Q4	$201K	Buy	6,414 +774	+14%	+$24.1K	0.02%	345
2018 Q3	$212K	Buy	+5,640	New	+$205K	0.02%	352

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Evergreen Capital Management's PANW Position: Q2 2026 in Review

Evergreen Capital Management increased its Palo Alto Networks (PANW) stake by 9.6% in Q2 2026, buying an estimated $1.19M and bringing the position to 59,279 shares worth $20.2M. The position accounts for 0.35% of the portfolio, ranked #63.

Evergreen Capital Management first reported a position in PANW in Q3 2018 and has held it in 31 quarters since. 1,359 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Evergreen Capital Management held 59,279 shares of Palo Alto Networks worth $20.2M as of Q2 2026.
Evergreen Capital Management bought 5,181 Palo Alto Networks shares in Q2 2026, an estimated $1.19M.
Palo Alto Networks made up 0.35% of Evergreen Capital Management's portfolio in Q2 2026, its #63 holding.
Evergreen Capital Management first reported a position in Palo Alto Networks in Q3 2018 and has held it in 31 quarters since.
1,359 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.