Evernest Financial Advisors’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
$280K Buy
+820
New +$188K 0.06% 156
2025
Q4
Sell
-1,598
Closed -$325K 198
2025
Q3
$325K Hold
1,598
0.09% 142
2025
Q2
$327K Buy
+1,598
New +$297K 0.11% 136
2025
Q1
Sell
-2,038
Closed -$371K 167
2024
Q4
$371K Hold
2,038
0.1% 122
2024
Q3
$348K Buy
+2,038
New +$343K 0.09% 119

Other funds holding PANW

Evernest Financial Advisors's PANW Position: Q2 2026 in Review

Evernest Financial Advisors opened a new position in Palo Alto Networks (PANW) in Q2 2026: 820 shares worth $280K. The stake represents 0.06% of the portfolio and ranks #156 among its holdings. This is a return to the name: Evernest Financial Advisors previously reported a position in PANW as recently as Q3 2025.

Evernest Financial Advisors first reported a position in PANW in Q3 2024 and has held it in 5 quarters since. The position peaked at $371K in Q4 2024. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Evernest Financial Advisors held 820 shares of Palo Alto Networks worth $280K as of Q2 2026.
  • Palo Alto Networks was a new Evernest Financial Advisors position in Q2 2026.
  • Palo Alto Networks made up 0.06% of Evernest Financial Advisors's portfolio in Q2 2026, its #156 holding.
  • Evernest Financial Advisors first reported a position in Palo Alto Networks in Q3 2024 and has held it in 5 quarters since.
  • Evernest Financial Advisors's Palo Alto Networks position peaked at $371K in Q4 2024.
  • 2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.