Evermay Wealth Management’s Palo Alto Networks PANW Stock Holding History

Evermay Wealth 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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evermay Wealth Management's PANW Position: Q1 2026 in Review

Evermay Wealth Management increased its Palo Alto Networks (PANW) stake by 5% in Q1 2026, buying an estimated $51.9K and bringing the position to 6,434 shares worth $1.03M. The position accounts for 0.11% of the portfolio, ranked #77.

Evermay Wealth Management first reported a position in PANW in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.19M in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Evermay Wealth Management held 6,434 shares of Palo Alto Networks worth $1.03M as of Q1 2026.
Evermay Wealth Management bought 309 Palo Alto Networks shares in Q1 2026, an estimated $51.9K.
Palo Alto Networks made up 0.11% of Evermay Wealth Management's portfolio in Q1 2026, its #77 holding.
Evermay Wealth Management first reported a position in Palo Alto Networks in Q1 2023 and has held it in 13 quarters since.
Evermay Wealth Management's Palo Alto Networks position peaked at $1.19M in Q3 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.