Evercore Wealth Management, LLC
- SEC CIK
- 0001482689
- Latest filing
- Aug 14, 2026
PANW holding history
Palo Alto Networks Inc in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PANW overviewAll 13F holders of PANWFull Q2 2026 holdings
- Shares (Q2 2026)
- 3,209
- Value
- $1.09M
- % of portfolio
- <0.1%
- Quarters held
- 19
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,209 | $1.09M | <0.1% | +70+2.2% | Added | Holders |
| Q1 2026 | 3,139 | $503.2K | <0.1% | +93+3.1% | Added | Holders |
| Q4 2025 | 3,046 | $561.1K | <0.1% | −738−19.5% | Reduced | Holders |
| Q3 2025 | 3,784 | $770.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 3,784 | $774.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 3,784 | $645.7K | <0.1% | −104−2.7% | Reduced | Holders |
| Q4 2024 | 3,888 | $707.5K | <0.1% | +760+24.3% | AddedConverted for a 2-for-1 split | Holders |
| Q3 2024 | 1,564 | $534.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 1,564 | $530.2K | <0.1% | −9−0.6% | Reduced | Holders |
| Q1 2024 | 1,573 | $446.9K | <0.1% | +156+11.0% | Added | Holders |
| Q4 2023 | 1,417 | $417.8K | <0.1% | +12+0.9% | Added | Holders |
| Q3 2023 | 1,405 | $329.4K | <0.1% | +40+2.9% | Added | Holders |
| Q2 2023 | 1,365 | $348.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 1,365 | $272.6K | <0.1% | +1,365 | New | Holders |
| Q4 2022 | 0 | $0 | 0.0% | −1,314−100.0% | Sold out | Holders |
| Q3 2022 | 1,314 | $215.0K | <0.1% | 00.0% | UnchangedConverted for a 3-for-1 split | Holders |
| Q2 2022 | 438 | $216.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 438 | $273.0K | <0.1% | −58−11.7% | Reduced | Holders |
| Q4 2021 | 496 | $276.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2021 | 496 | $238.0K | <0.1% | +496 | New | Holders |