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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
Q2 		$597K Sell
1,750
-227
-11% -$52K 0.11% 176
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Legacy Capital Wealth Partners's PANW Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Palo Alto Networks (PANW) stake by 11% in Q2 2026, selling an estimated $52K and leaving 1,750 shares worth $597K. The position accounts for 0.11% of the portfolio, ranked #176.

Legacy Capital Wealth Partners first reported a position in PANW in Q4 2023 and has held it in 10 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Legacy Capital Wealth Partners held 1,750 shares of Palo Alto Networks worth $597K as of Q2 2026.
  • Legacy Capital Wealth Partners sold 227 Palo Alto Networks shares in Q2 2026, an estimated $52K.
  • Palo Alto Networks made up 0.11% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #176 holding.
  • Legacy Capital Wealth Partners first reported a position in Palo Alto Networks in Q4 2023 and has held it in 10 quarters since.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.