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Trinity Legacy Partners’s Palo Alto Networks PANW Stock Holding History

Trinity Legacy Partners’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 		$15M Buy
42,323
+2,327
+6% +$533K 2.99% 6
2026
Q1 		$6.46M Buy
39,996
+12,245
+44% +$2.06M 1.4% 26
2025
Q4 		$5.11M Buy
27,751
+424
+2% +$85.5K 1.17% 39
2025
Q3 		$6.02M Buy
27,327
+488
+2% +$93.4K 1.39% 26
2025
Q2 		$5.17M Buy
26,839
+94
+0.4% +$17.5K 1.26% 31
2025
Q1 		$5.14M Buy
26,745
+73
+0.3% +$13.5K 1.3% 29
2024
Q4 		$4.85M Buy
26,672
+966
+4% +$182K 1.25% 31
2024
Q3 		$4.81M Sell
25,706
-738
-3% -$124K 1.23% 36
2024
Q2 		$4.48M Buy
26,444
+744
+3% +$111K 1.27% 33
2024
Q1 		$3.65M Buy
25,700
+7,618
+42% +$1.2M 1.07% 39
2023
Q4 		$2.67M Buy
18,082
+514
+3% +$68.7K 0.84% 42
2023
Q3 		$2.06M Buy
+17,568
New +$2.08M 0.71% 50

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

Trinity Legacy Partners's PANW Position: Q2 2026 in Review

Trinity Legacy Partners increased its Palo Alto Networks (PANW) stake by 5.8% in Q2 2026, buying an estimated $533K and bringing the position to 42,323 shares worth $15M. The position accounts for 2.99% of the portfolio, ranked #6.

Trinity Legacy Partners first reported a position in PANW in Q3 2023 and has held it in 12 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Trinity Legacy Partners held 42,323 shares of Palo Alto Networks worth $15M as of Q2 2026.
  • Trinity Legacy Partners bought 2,327 Palo Alto Networks shares in Q2 2026, an estimated $533K.
  • Palo Alto Networks made up 2.99% of Trinity Legacy Partners's portfolio in Q2 2026, its #6 holding.
  • Trinity Legacy Partners first reported a position in Palo Alto Networks in Q3 2023 and has held it in 12 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Trinity Legacy Partners's 13F filing for Q2 2026, filed 24 Jul 2026.