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Everhart Financial Group’s Palo Alto Networks PANW Stock Holding History

Everhart Financial Group’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 		$2.92M Sell
8,553
-808
-9% -$185K 0.19% 57
2026
Q1 		$1.5M Buy
9,361
+1,204
+15% +$202K 0.13% 111
2025
Q4 		$1.5M Buy
8,157
+864
+12% +$174K 0.14% 96
2025
Q3 		$1.49M Sell
7,293
-63
-0.9% -$12.1K 0.15% 89
2025
Q2 		$1.51M Sell
7,356
-2
-0% -$371 0.17% 80
2025
Q1 		$1.26M Buy
7,358
+407
+6% +$75.3K 0.17% 85
2024
Q4 		$1.26M Buy
6,951
+109
+2% +$20.6K 0.26% 77
2024
Q3 		$1.17M Buy
6,842
+1,372
+25% +$231K 0.26% 77
2024
Q2 		$927K Buy
5,470
+604
+12% +$90.3K 0.24% 83
2024
Q1 		$691K Buy
4,866
+510
+12% +$80.5K 0.2% 111
2023
Q4 		$642K Buy
4,356
+1,674
+62% +$224K 0.23% 91
2023
Q3 		$314K Buy
2,682
+498
+23% +$58.9K 0.13% 149
2023
Q2 		$279K Buy
+2,184
New +$227K 0.12% 168
2022
Q4 		– Sell
-3,738
Closed -$306K – 217
2022
Q3 		$306K Buy
+3,738
New +$324K 0.17% 126

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Everhart Financial Group's PANW Position: Q2 2026 in Review

Everhart Financial Group reduced its Palo Alto Networks (PANW) stake by 8.6% in Q2 2026, selling an estimated $185K and leaving 8,553 shares worth $2.92M. The position accounts for 0.19% of the portfolio, ranked #57.

Everhart Financial Group first reported a position in PANW in Q3 2022 and has held it in 14 quarters since. 505 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Everhart Financial Group held 8,553 shares of Palo Alto Networks worth $2.92M as of Q2 2026.
  • Everhart Financial Group sold 808 Palo Alto Networks shares in Q2 2026, an estimated $185K.
  • Palo Alto Networks made up 0.19% of Everhart Financial Group's portfolio in Q2 2026, its #57 holding.
  • Everhart Financial Group first reported a position in Palo Alto Networks in Q3 2022 and has held it in 14 quarters since.
  • 505 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.