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EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

PANW holding history

Palo Alto Networks Inc in every 13F filed by EP Wealth Advisors, 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)
237,773
Value
$81.1M
% of portfolio
0.3%
Quarters held
14
Since Q4 2022
Holdings of PANW by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026237,773$81.1M0.3%+38,279+19.2%AddedHolders
Q1 2026199,494$32.0M0.2%+20,442+11.4%AddedHolders
Q4 2025179,052$33.0M0.2%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 2025124,048$25.4M0.2%+3,835+3.2%AddedHolders
Q1 2025120,213$20.5M0.2%+13,705+12.9%AddedHolders
Q4 2024106,508$19.4M0.2%+4,504+4.4%AddedConverted for a 2-for-1 splitHolders
Q3 202451,002$17.4M0.1%+46,220+966.5%AddedHolders
Q2 20244,782$1.62M<0.1%−2,169−31.2%ReducedHolders
Q1 20246,951$1.97M<0.1%−2,746−28.3%ReducedHolders
Q4 20239,697$2.86M<0.1%+2,507+34.9%AddedHolders
Q3 20237,190$1.69M<0.1%−12,364−63.2%ReducedHolders
Q2 202319,554$1.46M<0.1%+13,773+238.2%AddedHolders
Q1 20235,781$360.9K<0.1%+2,751+90.8%AddedHolders
Q4 20223,030$422.8K<0.1%+3,030NewHolders