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Legacy Trust’s Palo Alto Networks PANW Stock Holding History

Legacy 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 		$23M Sell
67,441
-861
-1% -$197K 4.07% 3
2026
Q1 		$11M Buy
68,302
+1,775
+3% +$298K 2.1% 11
2025
Q4 		$12.3M Buy
66,527
+876
+1% +$177K 2.29% 11
2025
Q3 		$13.4M Sell
65,651
-301
-0.5% -$57.6K 2.64% 6
2025
Q2 		$13.5M Sell
65,952
-2,508
-4% -$466K 3.31% 4
2025
Q1 		$11.7M Sell
68,460
-28
-0% -$5.18K 2.82% 7
2024
Q4 		$12.5M Sell
68,488
-980
-1% -$185K 2.89% 6
2024
Q3 		$11.9M Sell
69,468
-728
-1% -$123K 2.73% 6
2024
Q2 		$11.9M Buy
70,196
+2,130
+3% +$319K 2.96% 5
2024
Q1 		$9.67M Sell
68,066
-932
-1% -$147K 2.41% 8
2023
Q4 		$10.2M Sell
68,998
-4,196
-6% -$561K 2.65% 7
2023
Q3 		$8.58M Sell
73,194
-904
-1% -$107K 2.49% 6
2023
Q2 		$9.47M Sell
74,098
-386
-0.5% -$40.2K 2.61% 6
2023
Q1 		$7.44M Sell
74,484
-560
-0.7% -$47.5K 2.22% 7
2022
Q4 		$5.24M Buy
+75,044
New +$6.03M 1.62% 16

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 Trust's PANW Position: Q2 2026 in Review

Legacy Trust reduced its Palo Alto Networks (PANW) stake by 1.3% in Q2 2026, selling an estimated $197K and leaving 67,441 shares worth $23M. The position accounts for 4.07% of the portfolio, ranked #3.

Legacy Trust first reported a position in PANW in Q4 2022 and has held it in 15 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Legacy Trust held 67,441 shares of Palo Alto Networks worth $23M as of Q2 2026.
  • Legacy Trust sold 861 Palo Alto Networks shares in Q2 2026, an estimated $197K.
  • Palo Alto Networks made up 4.07% of Legacy Trust's portfolio in Q2 2026, its #3 holding.
  • Legacy Trust first reported a position in Palo Alto Networks in Q4 2022 and has held it in 15 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.