Evergreen Private Wealth’s Palo Alto Networks PANW Stock Holding History

Evergreen Private Wealth’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	$492K	Hold	1,443	–	–	0.18%	55
2026 Q1	$231K	Buy	1,443 +310	+27%	+$52.1K	0.09%	58
2025 Q4	$209K	Sell	1,133 -124	-10%	-$25K	0.08%	63
2025 Q3	$256K	Buy	1,257 +85	+7%	+$16.3K	0.1%	59
2025 Q2	$240K	Sell	1,172 -262	-18%	-$48.7K	0.1%	61
2025 Q1	$245K	Sell	1,434 -2	-0.1%	-$370	0.11%	61
2024 Q4	$261K	Buy	1,436 +6	+0.4%	+$1.13K	0.12%	61
2024 Q3	$244K	Buy	1,430 +1,274	+817%	+$214K	0.11%	65
2024 Q2	$26.4K	Hold	156	–	–	0.01%	133
2024 Q1	$22.2K	Hold	156	–	–	0.01%	150
2023 Q4	$23K	Buy	+156	New	+$20.9K	0.01%	139

Other funds holding PANW

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Evergreen Private Wealth's PANW Position: Q2 2026 in Review

Evergreen Private Wealth held its Palo Alto Networks (PANW) position steady in Q2 2026 at 1,443 shares worth $492K. The position accounts for 0.18% of the portfolio, ranked #55.

Evergreen Private Wealth first reported a position in PANW in Q4 2023 and has held it in 11 quarters since. 2,901 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Evergreen Private Wealth held 1,443 shares of Palo Alto Networks worth $492K as of Q2 2026.
Evergreen Private Wealth left its Palo Alto Networks share count unchanged in Q2 2026.
Palo Alto Networks made up 0.18% of Evergreen Private Wealth's portfolio in Q2 2026, its #55 holding.
Evergreen Private Wealth first reported a position in Palo Alto Networks in Q4 2023 and has held it in 11 quarters since.
2,901 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

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