Evermay 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
$1.52M Sell
4,463
-1,971
-31% -$451K 0.16% 62
2026
Q1
$1.03M Buy
6,434
+309
+5% +$51.9K 0.11% 77
2025
Q4
$1.13M Buy
6,125
+265
+5% +$53.5K 0.13% 77
2025
Q3
$1.19M Buy
5,860
+226
+4% +$43.3K 0.14% 74
2025
Q2
$1.15M Buy
5,634
+880
+19% +$163K 0.14% 73
2025
Q1
$811K Buy
4,754
+16
+0.3% +$2.96K 0.11% 90
2024
Q4
$862K Sell
4,738
-134
-3% -$25.3K 0.13% 90
2024
Q3
$833K Buy
4,872
+1,434
+42% +$241K 0.13% 92
2024
Q2
$583K Buy
3,438
+40
+1% +$5.98K 0.09% 115
2024
Q1
$483K Buy
3,398
+304
+10% +$48K 0.07% 130
2023
Q4
$456K Buy
3,094
+2,930
+1,787% +$392K 0.08% 113
2023
Q3
$19.2K Buy
164
+68
+71% +$8.05K ﹤0.01% 381
2023
Q2
$12.3K Hold
96
﹤0.01% 407
2023
Q1
$9.59K Buy
+96
New +$8.13K ﹤0.01% 424

Other funds holding PANW

Evermay Wealth Management's PANW Position: Q2 2026 in Review

Evermay Wealth Management reduced its Palo Alto Networks (PANW) stake by 31% in Q2 2026, selling an estimated $451K and leaving 4,463 shares worth $1.52M. The position accounts for 0.16% of the portfolio, ranked #62.

Evermay Wealth Management first reported a position in PANW in Q1 2023 and has held it in 14 quarters since. 2,910 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Evermay Wealth Management held 4,463 shares of Palo Alto Networks worth $1.52M as of Q2 2026.
  • Evermay Wealth Management sold 1,971 Palo Alto Networks shares in Q2 2026, an estimated $451K.
  • Palo Alto Networks made up 0.16% of Evermay Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Evermay Wealth Management first reported a position in Palo Alto Networks in Q1 2023 and has held it in 14 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.