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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
Q2 		$1.89M Buy
5,546
+2,099
+61% +$480K 0.23% 72
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
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 $3.37T AUM 44.26% 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 Financial Advisors's PANW Position: Q2 2026 in Review

Legacy Financial Advisors increased its Palo Alto Networks (PANW) stake by 61% in Q2 2026, buying an estimated $480K and bringing the position to 5,546 shares worth $1.89M. The position accounts for 0.23% of the portfolio, ranked #72.

Legacy Financial Advisors first reported a position in PANW in Q4 2017 and has held it in 16 quarters since. 2,917 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Legacy Financial Advisors held 5,546 shares of Palo Alto Networks worth $1.89M as of Q2 2026.
  • Legacy Financial Advisors bought 2,099 Palo Alto Networks shares in Q2 2026, an estimated $480K.
  • Palo Alto Networks made up 0.23% of Legacy Financial Advisors's portfolio in Q2 2026, its #72 holding.
  • Legacy Financial Advisors first reported a position in Palo Alto Networks in Q4 2017 and has held it in 16 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.