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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

PANW holding history

Palo Alto Networks Inc in every 13F filed by EverSource 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)
28,178
Value
$9.61M
% of portfolio
0.3%
Quarters held
19
Since Q4 2021
Holdings of PANW by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202628,178$9.61M0.3%−8,325−22.8%ReducedHolders
Q1 202636,503$5.85M0.2%+10,146+38.5%AddedHolders
Q4 202526,357$4.86M0.2%+1,109+4.4%AddedHolders
Q3 202525,248$5.14M0.2%−755−2.9%ReducedHolders
Q2 202526,003$5.32M0.2%+2,210+9.3%AddedHolders
Q1 202523,793$4.06M0.2%+923+4.0%AddedHolders
Q4 202422,870$4.16M0.2%+320+1.4%AddedConverted for a 2-for-1 splitHolders
Q3 202411,275$3.85M0.2%−89−0.8%ReducedHolders
Q2 202411,364$3.69M0.2%+946+9.1%AddedHolders
Q1 202410,418$3.03M0.2%+230+2.3%AddedHolders
Q4 202310,188$3.00M0.3%+887+9.5%AddedHolders
Q3 20239,301$2.18M0.2%+566+6.5%AddedHolders
Q2 20238,735$2.23M0.2%+297+3.5%AddedHolders
Q1 20238,438$1.69M0.2%+565+7.2%AddedHolders
Q4 20227,873$1.10M0.2%+3,286+71.6%AddedHolders
Q3 20224,587$750.0K0.2%+4,575+38,125.0%AddedConverted for a 3-for-1 splitHolders
Q2 20224$2.00K<0.1%00.0%UnchangedHolders
Q1 20224$2.00K<0.1%−25−86.2%ReducedHolders
Q4 202129$16.0K<0.1%–No prior filingHolders