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Legacy Capital Group California’s Palo Alto Networks PANW Stock Holding History

Legacy Capital Group California’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
Q1 		– Sell
-1,468
Closed -$270K – 341
2025
Q4 		$270K Sell
1,468
-38
-3% -$7.67K 0.07% 299
2025
Q3 		$307K Buy
1,506
+167
+12% +$32K 0.08% 289
2025
Q2 		$274K Buy
1,339
+110
+9% +$20.4K 0.08% 280
2025
Q1 		$210K Sell
1,229
-5,557
-82% -$1.03M 0.07% 294
2024
Q4 		$1.23M Buy
+6,786
New +$1.28M 0.38% 55

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legacy Capital Group California's PANW Position: Q1 2026 in Review

Legacy Capital Group California sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 1,468 shares — an estimated $270K sold.

Legacy Capital Group California first reported a position in PANW in Q4 2024 and held it in 5 quarters. The position peaked at $1.23M in Q4 2024. 2,482 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Legacy Capital Group California reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
  • Legacy Capital Group California sold 1,468 Palo Alto Networks shares in Q1 2026, an estimated $270K.
  • Legacy Capital Group California first reported a position in Palo Alto Networks in Q4 2024 and held it in 5 quarters.
  • Legacy Capital Group California's Palo Alto Networks position peaked at $1.23M in Q4 2024.
  • 2,482 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.