LFS
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Legacy Financial Strategies’s Palo Alto Networks PANW Stock Holding History

Legacy Financial Strategies’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 		$559K Sell
1,638
-191
-10% -$43.7K 0.09% 83
2026
Q1 		$293K Sell
1,829
-594
-25% -$99.8K 0.05% 115
2025
Q4 		$446K Buy
2,423
+13
+0.5% +$2.62K 0.08% 84
2025
Q3 		$491K Buy
2,410
+193
+9% +$36.9K 0.09% 80
2025
Q2 		$454K Buy
2,217
+129
+6% +$24K 0.09% 82
2025
Q1 		$356K Sell
2,088
-1,456
-41% -$269K 0.08% 81
2024
Q4 		$641K Buy
3,544
+1,414
+66% +$267K 0.14% 65
2024
Q3 		$364K Buy
2,130
+792
+59% +$133K 0.08% 79
2024
Q2 		$228K Buy
+1,338
New +$200K 0.05% 89

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Legacy Financial Strategies's PANW Position: Q2 2026 in Review

Legacy Financial Strategies reduced its Palo Alto Networks (PANW) stake by 10% in Q2 2026, selling an estimated $43.7K and leaving 1,638 shares worth $559K. The position accounts for 0.09% of the portfolio, ranked #83.

Legacy Financial Strategies first reported a position in PANW in Q2 2024 and has held it in 9 quarters since. The position peaked at $641K in Q4 2024. 1,223 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Legacy Financial Strategies held 1,638 shares of Palo Alto Networks worth $559K as of Q2 2026.
  • Legacy Financial Strategies sold 191 Palo Alto Networks shares in Q2 2026, an estimated $43.7K.
  • Palo Alto Networks made up 0.09% of Legacy Financial Strategies's portfolio in Q2 2026, its #83 holding.
  • Legacy Financial Strategies first reported a position in Palo Alto Networks in Q2 2024 and has held it in 9 quarters since.
  • Legacy Financial Strategies's Palo Alto Networks position peaked at $641K in Q4 2024.
  • 1,223 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.