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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
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

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 Private Trust's PANW Position: Q2 2026 in Review

Legacy Private Trust reduced its Palo Alto Networks (PANW) stake by 3% in Q2 2026, selling an estimated $184K and leaving 25,784 shares worth $8.79M. The position accounts for 0.49% of the portfolio, ranked #42.

Legacy Private Trust first reported a position in PANW in Q3 2024 and has held it in 8 quarters since. 2,901 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Legacy Private Trust held 25,784 shares of Palo Alto Networks worth $8.79M as of Q2 2026.
  • Legacy Private Trust sold 805 Palo Alto Networks shares in Q2 2026, an estimated $184K.
  • Palo Alto Networks made up 0.49% of Legacy Private Trust's portfolio in Q2 2026, its #42 holding.
  • Legacy Private Trust first reported a position in Palo Alto Networks in Q3 2024 and has held it in 8 quarters since.
  • 2,901 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

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