EPW
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Evolve Private Wealth’s Palo Alto Networks PANW Stock Holding History

Evolve Private Wealth’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 		$1.18M Sell
7,367
-1,865
-20% -$313K 0.06% 289
2025
Q4 		$1.7M Buy
+9,232
New +$1.86M 0.1% 191

Other funds holding PANW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evolve Private Wealth's PANW Position: Q1 2026 in Review

Evolve Private Wealth reduced its Palo Alto Networks (PANW) stake by 20% in Q1 2026, selling an estimated $313K and leaving 7,367 shares worth $1.18M. The position accounts for 0.06% of the portfolio, ranked #289.

Evolve Private Wealth first reported a position in PANW in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.7M in Q4 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Evolve Private Wealth held 7,367 shares of Palo Alto Networks worth $1.18M as of Q1 2026.
  • Evolve Private Wealth sold 1,865 Palo Alto Networks shares in Q1 2026, an estimated $313K.
  • Palo Alto Networks made up 0.06% of Evolve Private Wealth's portfolio in Q1 2026, its #289 holding.
  • Evolve Private Wealth first reported a position in Palo Alto Networks in Q4 2025 and has held it in 2 quarters since.
  • Evolve Private Wealth's Palo Alto Networks position peaked at $1.7M in Q4 2025.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.