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
Q2 		$526K Sell
1,542
-5,825
-79% -$1.33M 0.03% 495
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Evolve Private Wealth's PANW Position: Q2 2026 in Review

Evolve Private Wealth reduced its Palo Alto Networks (PANW) stake by 79% in Q2 2026, selling an estimated $1.33M and leaving 1,542 shares worth $526K. The position accounts for 0.03% of the portfolio, ranked #495.

Evolve Private Wealth first reported a position in PANW in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.7M in Q4 2025. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Evolve Private Wealth held 1,542 shares of Palo Alto Networks worth $526K as of Q2 2026.
  • Evolve Private Wealth sold 5,825 Palo Alto Networks shares in Q2 2026, an estimated $1.33M.
  • Palo Alto Networks made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #495 holding.
  • Evolve Private Wealth first reported a position in Palo Alto Networks in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Palo Alto Networks position peaked at $1.7M in Q4 2025.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.