Legacy Private Trust’s Palo Alto Networks PANW Stock Holding History

Legacy Private Trust’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	$9.94M	Sell	25,026 -758	-3%	-$270K	0.54%	35
2026 Q2	$8.79M	Sell	25,784 -805	-3%	-$184K	0.49%	42
2026 Q1	$4.26M	Buy	26,589 +2,439	+10%	+$410K	0.26%	75
2025 Q4	$4.45M	Sell	24,150 -1,029	-4%	-$208K	0.26%	77
2025 Q3	$5.13M	Buy	25,179 +7,496	+42%	+$1.43M	0.31%	66
2025 Q2	$3.62M	Buy	17,683 +1,480	+9%	+$275K	0.23%	81
2025 Q1	$2.76M	Buy	16,203 +3,935	+32%	+$728K	0.19%	90
2024 Q4	$2.23M	Buy	12,268 +2,630	+27%	+$497K	0.15%	113
2024 Q3	$1.65M	Buy	+9,638	New	+$1.62M	0.11%	129

Other funds holding PANW

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

MSV

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

CNB

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

FWCM

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

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

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

Legacy Private Trust's PANW Position: Q3 2026 in Review

Legacy Private Trust reduced its Palo Alto Networks (PANW) stake by 2.9% in Q3 2026, selling an estimated $270K and leaving 25,026 shares worth $9.94M. The position accounts for 0.54% of the portfolio, ranked #35.

Legacy Private Trust first reported a position in PANW in Q3 2024 and has held it in 9 quarters since. 271 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

Legacy Private Trust held 25,026 shares of Palo Alto Networks worth $9.94M as of Q3 2026.
Legacy Private Trust sold 758 Palo Alto Networks shares in Q3 2026, an estimated $270K.
Palo Alto Networks made up 0.54% of Legacy Private Trust's portfolio in Q3 2026, its #35 holding.
Legacy Private Trust first reported a position in Palo Alto Networks in Q3 2024 and has held it in 9 quarters since.
271 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.