Evermay Wealth Management
PANW icon

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
Q3 		$1.65M Sell
4,141
-322
-7% -$115K 0.17% 55
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 		$9.6K Buy
+96
New +$8.14K ﹤0.01% 424

Other funds holding PANW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Evermay Wealth Management's PANW Position: Q3 2026 in Review

Evermay Wealth Management reduced its Palo Alto Networks (PANW) stake by 7.2% in Q3 2026, selling an estimated $115K and leaving 4,141 shares worth $1.65M. The position accounts for 0.17% of the portfolio, ranked #55.

Evermay Wealth Management first reported a position in PANW in Q1 2023 and has held it in 15 quarters since. 2,112 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • Evermay Wealth Management held 4,141 shares of Palo Alto Networks worth $1.65M as of Q3 2026.
  • Evermay Wealth Management sold 322 Palo Alto Networks shares in Q3 2026, an estimated $115K.
  • Palo Alto Networks made up 0.17% of Evermay Wealth Management's portfolio in Q3 2026, its #55 holding.
  • Evermay Wealth Management first reported a position in Palo Alto Networks in Q1 2023 and has held it in 15 quarters since.
  • 2,112 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.