Legacy Capital Wealth Partners’s Palo Alto Networks PANW Stock Holding History

Legacy Capital Wealth Partners’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	$317K	Buy	1,977 +107	+6%	+$18K	0.07%	285
2025 Q4	$344K	Sell	1,870 -91	-5%	-$18.4K	0.07%	275
2025 Q3	$399K	Buy	1,961 +334	+21%	+$63.9K	0.09%	251
2025 Q2	$333K	Sell	1,627 -17	-1%	-$3.16K	0.08%	286
2025 Q1	$281K	Sell	1,644 -128	-7%	-$23.7K	0.07%	289
2024 Q4	$322K	Buy	1,772 +80	+5%	+$15.1K	0.08%	259
2024 Q3	$289K	Sell	1,692 -48	-3%	-$8.08K	0.06%	277
2024 Q2	$295K	Buy	+1,740	New	+$260K	0.08%	241
2024 Q1	–	Sell	-1,486	Closed	-$219K	–	271
2023 Q4	$219K	Buy	+1,486	New	+$199K	0.06%	266

Other funds holding PANW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Capital Wealth Partners's PANW Position: Q1 2026 in Review

Legacy Capital Wealth Partners increased its Palo Alto Networks (PANW) stake by 5.7% in Q1 2026, buying an estimated $18K and bringing the position to 1,977 shares worth $317K. The position accounts for 0.07% of the portfolio, ranked #285.

Legacy Capital Wealth Partners first reported a position in PANW in Q4 2023 and has held it in 9 quarters since. The position peaked at $399K in Q3 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Legacy Capital Wealth Partners held 1,977 shares of Palo Alto Networks worth $317K as of Q1 2026.
Legacy Capital Wealth Partners bought 107 Palo Alto Networks shares in Q1 2026, an estimated $18K.
Palo Alto Networks made up 0.07% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #285 holding.
Legacy Capital Wealth Partners first reported a position in Palo Alto Networks in Q4 2023 and has held it in 9 quarters since.
Legacy Capital Wealth Partners's Palo Alto Networks position peaked at $399K in Q3 2025.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.