Legacy Financial Advisors’s Palo Alto Networks PANW Stock Holding History

Legacy Financial 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 Q1	$553K	Sell	3,447 -944	-21%	-$159K	0.08%	223
2025 Q4	$809K	Buy	4,391 +1,218	+38%	+$246K	0.11%	153
2025 Q3	$646K	Buy	3,173 +670	+27%	+$128K	0.09%	199
2025 Q2	$512K	Buy	2,503 +91	+4%	+$16.9K	0.08%	202
2025 Q1	$412K	Buy	2,412 +318	+15%	+$58.8K	0.07%	229
2024 Q4	$381K	Buy	2,094 +68	+3%	+$12.8K	0.06%	238
2024 Q3	$346K	Buy	2,026 +570	+39%	+$95.9K	0.06%	252
2024 Q2	$247K	Buy	1,456 +10	+0.7%	+$1.5K	0.04%	289
2024 Q1	$205K	Buy	+1,446	New	+$228K	0.04%	306
2019 Q2	–	Sell	-528	Closed	-$21K	–	674
2019 Q1	$21K	Buy	528 +216	+69%	+$8.01K	0.01%	447
2018 Q4	$10K	Hold	312	–	–	﹤0.01%	564
2018 Q3	$11K	Hold	312	–	–	﹤0.01%	497
2018 Q2	$11K	Hold	312	–	–	﹤0.01%	501
2018 Q1	$9K	Hold	312	–	–	﹤0.01%	506
2017 Q4	$7K	Buy	+312	New	+$7.59K	﹤0.01%	575

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 Financial Advisors's PANW Position: Q1 2026 in Review

Legacy Financial Advisors reduced its Palo Alto Networks (PANW) stake by 21% in Q1 2026, selling an estimated $159K and leaving 3,447 shares worth $553K. The position accounts for 0.08% of the portfolio, ranked #223.

Legacy Financial Advisors first reported a position in PANW in Q4 2017 and has held it in 15 quarters since. The position peaked at $809K in Q4 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Legacy Financial Advisors held 3,447 shares of Palo Alto Networks worth $553K as of Q1 2026.
Legacy Financial Advisors sold 944 Palo Alto Networks shares in Q1 2026, an estimated $159K.
Palo Alto Networks made up 0.08% of Legacy Financial Advisors's portfolio in Q1 2026, its #223 holding.
Legacy Financial Advisors first reported a position in Palo Alto Networks in Q4 2017 and has held it in 15 quarters since.
Legacy Financial Advisors's Palo Alto Networks position peaked at $809K in Q4 2025.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.