EPW
PANW icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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