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Legacy Investment Solutions’s Palo Alto Networks PANW Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$16.2K Buy
+79
New +$14.7K 0.01% 262
2024
Q4 		$14.7K Buy
+76
New +$14.4K 0.01% 248

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Legacy Investment Solutions's PANW Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Palo Alto Networks (PANW) in Q2 2025: 79 shares worth $16.2K. The stake represents 0.01% of the portfolio and ranks #262 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in PANW as recently as Q4 2024.

Legacy Investment Solutions first reported a position in PANW in Q4 2024 and has held it in 2 quarters since. 2,373 funds tracked by Wall St. Rank hold PANW as of Q2 2025.

  • Legacy Investment Solutions held 79 shares of Palo Alto Networks worth $16.2K as of Q2 2025.
  • Palo Alto Networks was a new Legacy Investment Solutions position in Q2 2025.
  • Palo Alto Networks made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #262 holding.
  • Legacy Investment Solutions first reported a position in Palo Alto Networks in Q4 2024 and has held it in 2 quarters since.
  • 2,373 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.