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Legacy Wealth Management (Idaho)’s Palo Alto Networks PANW Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-125
Closed -$20K – 720
2026
Q1 		$20K Buy
125
+34
+37% +$5.71K 0.01% 381
2025
Q4 		$16.8K Buy
91
+12
+15% +$2.42K 0.01% 349
2025
Q3 		$16.1K Hold
79
– – 0.01% 290
2025
Q2 		$16.2K Buy
79
+3
+4% +$557 0.01% 262
2025
Q1 		$13K Hold
76
– – 0.01% 293
2024
Q4 		$14.7K Buy
+76
New +$14.4K 0.01% 248

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 $3.38T AUM 44.17% 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 Wealth Management (Idaho)'s PANW Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Palo Alto Networks (PANW) in Q2 2026, closing a stake of 125 shares — an estimated $20K sold.

Legacy Wealth Management (Idaho) first reported a position in PANW in Q4 2024 and held it in 6 quarters. The position peaked at $20K in Q1 2026. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Palo Alto Networks position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 125 Palo Alto Networks shares in Q2 2026, an estimated $20K.
  • Legacy Wealth Management (Idaho) first reported a position in Palo Alto Networks in Q4 2024 and held it in 6 quarters.
  • Legacy Wealth Management (Idaho)'s Palo Alto Networks position peaked at $20K in Q1 2026.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.