EverSource Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

EverSource Wealth Advisors’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	$9.61M	Sell	28,178 -8,325	-23%	-$1.91M	0.32%	68
2026 Q1	$5.85M	Buy	36,503 +10,146	+38%	+$1.7M	0.18%	105
2025 Q4	$4.86M	Buy	26,357 +1,109	+4%	+$224K	0.18%	104
2025 Q3	$5.14M	Sell	25,248 -755	-3%	-$145K	0.2%	101
2025 Q2	$5.32M	Buy	26,003 +2,210	+9%	+$410K	0.24%	92
2025 Q1	$4.06M	Buy	23,793 +923	+4%	+$171K	0.22%	97
2024 Q4	$4.16M	Buy	22,870 +320	+1%	+$60.5K	0.23%	91
2024 Q3	$3.85M	Sell	22,550 -178	-0.8%	-$30K	0.24%	91
2024 Q2	$3.69M	Buy	22,728 +1,892	+9%	+$283K	0.25%	88
2024 Q1	$3.03M	Buy	20,836 +460	+2%	+$72.6K	0.24%	94
2023 Q4	$3M	Buy	20,376 +1,774	+10%	+$237K	0.28%	86
2023 Q3	$2.18M	Buy	18,602 +1,132	+6%	+$134K	0.23%	96
2023 Q2	$2.23M	Buy	17,470 +594	+4%	+$61.8K	0.25%	95
2023 Q1	$1.69M	Buy	16,876 +1,130	+7%	+$95.8K	0.21%	104
2022 Q4	$1.1M	Buy	15,746 +6,572	+72%	+$528K	0.17%	112
2022 Q3	$750K	Buy	9,174 +9,150	+38,125%	+$792K	0.17%	115
2022 Q2	$2K	Hold	24	–	–	﹤0.01%	1540
2022 Q1	$2K	Sell	24 -150	-86%	-$13.4K	﹤0.01%	1556
2021 Q4	$16K	Buy	+174	New	+$15.1K	﹤0.01%	779

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EverSource Wealth Advisors's PANW Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Palo Alto Networks (PANW) stake by 23% in Q2 2026, selling an estimated $1.91M and leaving 28,178 shares worth $9.61M. The position accounts for 0.32% of the portfolio, ranked #68.

EverSource Wealth Advisors first reported a position in PANW in Q4 2021 and has held it in 19 quarters since. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

EverSource Wealth Advisors held 28,178 shares of Palo Alto Networks worth $9.61M as of Q2 2026.
EverSource Wealth Advisors sold 8,325 Palo Alto Networks shares in Q2 2026, an estimated $1.91M.
Palo Alto Networks made up 0.32% of EverSource Wealth Advisors's portfolio in Q2 2026, its #68 holding.
EverSource Wealth Advisors first reported a position in Palo Alto Networks in Q4 2021 and has held it in 19 quarters since.
2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.