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Legacy Advisors’s Palo Alto Networks PANW Stock Holding History

Legacy Advisors’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 		$837K Buy
2,456
+421
+21% +$96.4K 0.08% 134
2026
Q1 		$326K Sell
2,035
-185
-8% -$31.1K 0.04% 200
2025
Q4 		$409K Buy
2,220
+648
+41% +$131K 0.04% 187
2025
Q3 		$320K Buy
+1,572
New +$301K 0.04% 195
2025
Q2 		– Sell
-4,041
Closed -$690K – 294
2025
Q1 		$690K Buy
4,041
+381
+10% +$70.5K 0.07% 212
2024
Q4 		$666K Buy
3,660
+350
+11% +$66.1K 0.06% 221
2024
Q3 		$566K Buy
3,310
+30
+0.9% +$5.05K 0.06% 229
2024
Q2 		$556K Buy
3,280
+1,848
+129% +$276K 0.07% 194
2024
Q1 		$203K Buy
+1,432
New +$226K 0.03% 303
2019
Q3 		– Sell
-1,500
Closed -$51K – 267
2019
Q2 		$51K Hold
1,500
– – 0.03% 204
2019
Q1 		$61K Buy
+1,500
New +$55.6K 0.02% 196
2018
Q4 		– Sell
-1,698
Closed -$64K – 316
2018
Q3 		$64K Buy
+1,698
New +$61.8K 0.03% 212
2018
Q1 		– Sell
-168
Closed -$4K – 438
2017
Q4 		$4K Buy
168
+36
+27% +$876 ﹤0.01% 311
2017
Q3 		$3K Buy
+132
New +$3.01K ﹤0.01% 312

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Legacy Advisors's PANW Position: Q2 2026 in Review

Legacy Advisors increased its Palo Alto Networks (PANW) stake by 21% in Q2 2026, buying an estimated $96.4K and bringing the position to 2,456 shares worth $837K. The position accounts for 0.08% of the portfolio, ranked #134.

Legacy Advisors first reported a position in PANW in Q3 2017 and has held it in 14 quarters since. 935 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Legacy Advisors held 2,456 shares of Palo Alto Networks worth $837K as of Q2 2026.
  • Legacy Advisors bought 421 Palo Alto Networks shares in Q2 2026, an estimated $96.4K.
  • Palo Alto Networks made up 0.08% of Legacy Advisors's portfolio in Q2 2026, its #134 holding.
  • Legacy Advisors first reported a position in Palo Alto Networks in Q3 2017 and has held it in 14 quarters since.
  • 935 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.