SEC 13F Intelligence

Legacy Wealth Management, LLC / Ms / PANW

Legacy Wealth Management, LLC / Ms’s Palo Alto Networks Inc Position

Does Legacy Wealth Management, LLC / Ms own Palo Alto Networks Inc (PANW)? Yes — 30.2K shares worth $10M (+2.65% of its 13F portfolio) as of Q2 2026, down from 34.3K shares the prior filed quarter.

Position Value
$10M
Q2 2026
Shares
30.2K
% of Portfolio
+2.65%
Quarters Held
7
currently held

Position History PANW

Reported value by quarter
Q4 ’24: $9MQ4 ’24Q1 ’25: $8MQ1 ’25Q2 ’25: $9MQ2 ’25Q3 ’25: $8MQ3 ’25Q4 ’25: $7MQ4 ’25Q1 ’26: $6MQ1 ’26Q2 ’26: $10MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202630.2K$10M+2.65%
Q1 202634.3K$6M+1.57%
Q4 202537.6K$7M+1.85%
Q3 202540.7K$8M+2.50%
Q2 202546.2K$9M+2.87%
Q1 202547.9K$8M+2.67%
Q4 202446.9K$9M+3.39%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Legacy Wealth Management, LLC / Ms’s full portfolio or all institutional holders of PANW.