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

Legacy Wealth Management (Mississippi)’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 		$10.3M Sell
30,221
-4,105
-12% -$940K 2.65% 7
2026
Q1 		$5.5M Sell
34,326
-3,238
-9% -$544K 1.57% 13
2025
Q4 		$6.92M Sell
37,564
-3,182
-8% -$642K 1.85% 10
2025
Q3 		$8.3M Sell
40,746
-5,419
-12% -$1.04M 2.5% 7
2025
Q2 		$9.45M Sell
46,165
-1,699
-4% -$316K 2.87% 6
2025
Q1 		$8.17M Buy
47,864
+924
+2% +$171K 2.67% 6
2024
Q4 		$8.54M Sell
46,940
-3,024
-6% -$571K 3.39% 5
2024
Q3 		$8.54M Buy
49,964
+364
+0.7% +$61.3K 3.14% 4
2024
Q2 		$8.41M Sell
49,600
-20
-0% -$2.99K 3.55% 4
2024
Q1 		$7.05M Buy
49,620
+16,078
+48% +$2.54M 3.18% 5
2023
Q4 		$4.95M Sell
33,542
-200
-0.6% -$26.7K 2.38% 8
2023
Q3 		$3.96M Sell
33,742
-126
-0.4% -$14.9K 2.06% 9
2023
Q2 		$4.33M Sell
33,868
-194
-0.6% -$20.2K 2.17% 9
2023
Q1 		$3.4M Hold
34,062
– – 1.88% 10
2022
Q4 		$2.38M Hold
34,062
– – 1.41% 19
2022
Q3 		$2.79M Sell
34,062
-660
-2% -$57.2K 1.88% 10
2022
Q2 		$2.86M Hold
34,722
– – 1.74% 11
2022
Q1 		$3.6M Buy
34,722
+108
+0.3% +$9.67K 1.88% 7
2021
Q4 		$3.21M Buy
34,614
+138
+0.4% +$11.9K 1.64% 10
2021
Q3 		$2.75M Buy
34,476
+234
+0.7% +$16.4K 1.47% 10
2021
Q2 		$2.12M Sell
34,242
-120
-0.3% -$7.11K 1.17% 23
2021
Q1 		$1.84M Buy
34,362
+450
+1% +$26.7K 1.12% 28
2020
Q4 		$2.01M Sell
33,912
-2,028
-6% -$94.7K 1.27% 22
2020
Q3 		$1.47M Sell
35,940
-210
-0.6% -$8.74K 1.01% 33
2020
Q2 		$1.38M Buy
36,150
+450
+1% +$15.9K 1.06% 28
2020
Q1 		$976K Buy
35,700
+13,668
+62% +$477K 0.91% 33
2019
Q4 		$849K Buy
+22,032
New +$833K 0.74% 39

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s PANW Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) reduced its Palo Alto Networks (PANW) stake by 12% in Q2 2026, selling an estimated $940K and leaving 30,221 shares worth $10.3M. The position accounts for 2.65% of the portfolio, ranked #7.

Legacy Wealth Management (Mississippi) first reported a position in PANW in Q4 2019 and has held it in 27 quarters since. 999 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 30,221 shares of Palo Alto Networks worth $10.3M as of Q2 2026.
  • Legacy Wealth Management (Mississippi) sold 4,105 Palo Alto Networks shares in Q2 2026, an estimated $940K.
  • Palo Alto Networks made up 2.65% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #7 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in Palo Alto Networks in Q4 2019 and has held it in 27 quarters since.
  • 999 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.