Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,094,332
+$591,089 QoQ
Shares Held
3,209
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,658
of 2,893 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Evercore Wealth Management, LLC holds $316,369,443 across 10 Software - Infrastructure names. PANW ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
783,550 | $292,279,820 | |
| 2 | ORCL |
Oracle Corp
|
55,803 | $8,177,929 | |
| 3 | NET |
Cloudflare, Inc.
|
21,400 | $5,248,992 | |
| 4 | CHKP |
Check Point Software Technologies Ltd
|
36,175 | $4,754,480 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
31,551 | $3,681,055 | |
| 6 | PANW |
Palo Alto Networks Inc
This page
|
3,209 | $1,094,332 | |
| 7 | CRWV |
CoreWeave, Inc.
|
3,600 | $358,344 | |
| 8 | SNPS |
Synopsys Inc
|
646 | $288,161 |
All Filings in PANW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,094,332 | 3,209 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $503,243 | 3,139 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $561,073 | 3,046 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $770,497 | 3,784 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $774,357 | 3,784 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $645,701 | 3,784 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $707,459 | 3,888 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $534,575 | 1,564 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $530,210 | 1,564 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $446,935 | 1,573 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $417,844 | 1,417 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $329,387 | 1,405 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $348,771 | 1,365 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $272,645 | 1,365 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $215,220 | 1,314 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $216,345 | 438 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $272,659 | 438 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $276,152 | 496 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $237,583 | 496 | Shares | Sole | 2021-11-15 | |
| 2020-12-31 | $254,814 | 717 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||