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 Q3	$638K	Sell	1,607 -31	-2%	-$11K	0.1%	77
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

MJRIC

Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Legacy Financial Strategies's PANW Position: Q3 2026 in Review

Legacy Financial Strategies reduced its Palo Alto Networks (PANW) stake by 1.9% in Q3 2026, selling an estimated $11K and leaving 1,607 shares worth $638K. The position accounts for 0.1% of the portfolio, ranked #77.

Legacy Financial Strategies first reported a position in PANW in Q2 2024 and has held it in 10 quarters since. The position peaked at $641K in Q4 2024. 462 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

Legacy Financial Strategies held 1,607 shares of Palo Alto Networks worth $638K as of Q3 2026.
Legacy Financial Strategies sold 31 Palo Alto Networks shares in Q3 2026, an estimated $11K.
Palo Alto Networks made up 0.1% of Legacy Financial Strategies's portfolio in Q3 2026, its #77 holding.
Legacy Financial Strategies first reported a position in Palo Alto Networks in Q2 2024 and has held it in 10 quarters since.
Legacy Financial Strategies's Palo Alto Networks position peaked at $641K in Q4 2024.
462 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Legacy Financial Strategies's 13F filing for Q3 2026, filed 15 Oct 2026.