Legacy Wealth Management, LLC / MS PANW — PALO ALTO NETWORKS INC

Ownership history in Legacy Wealth Management, LLC / MS  ·  7 quarters on record

AI Ownership Summary

Legacy Wealth Management, LLC / MS reported PALO ALTO NETWORKS INC (PANW) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 3.39% in 2024 Q4. The latest visible filing shows PANW at 1.57% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PANW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legacy Wealth Management, LLC / MS's position in PALO ALTO NETWORKS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PANW was reported at 1.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.39% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PANW stock page Legacy Wealth Management, LLC / MS fund profile Legacy Wealth Management, LLC / MS full holdings
How Legacy Wealth Management, LLC / MS held PANW — position size vs. price
% of Fund (quarterly)    PANW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 34,326 -3,238 -8.6% 1.57% $5.5M 2026-04-10 $155.73
2025 Q4 REDUCED 7.8% -13.0% ✅ 37,564 -3,182 -7.8% 1.85% $6.9M 2026-01-05 $182.12
2025 Q3 REDUCED 11.7% -8.2% ✅ 40,746 -5,419 -11.7% 2.50% $8.3M 2025-10-23 $215.02
2025 Q2 REDUCED — — — 46,165 -1,699 -3.5% 2.87% $9.4M 2025-07-01 $197.58
2025 Q1 ADDED — — — 47,864 +924 +2.0% 2.67% $8.2M 2025-04-03 $165.17
2024 Q4 ADDED — — — 46,940 +43,268 +1178.3% 3.39% $8.5M 2025-01-06 $179.50
2024 Q3 INITIATED — — — 3,672 — — 0.74% $849K 2024-12-12 $200.10

🏢 Other funds also holding PANW

As of 2026 Q1 — sorted by position size

WORMSER FRERES GESTION 6.4% Robocap Asset Management Ltd 4.67% TRAN CAPITAL MANAGEMENT, L.P. 3Y 7Y 4.48% ARCADIA INVESTMENT MANAGEMENT CORP/MI 3Y 7Y 3.77% Spurstone Advisory Services, LLC 3.29% Family Legacy Financial Solutions, LLC 3.26% Washington Trust Advisors, Inc. 3Y 3.16% MOGY JOEL R INVESTMENT COUNSEL INC 3Y 7Y 3.1% Sitrin Capital Management LLC 3Y 7Y 3.04% Randolph Co Inc 3Y 7Y 3.02%

FAQ About Legacy Wealth Management, LLC / MS and PANW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Legacy Wealth Management, LLC / MS reported owning PANW?

Legacy Wealth Management, LLC / MS reported PANW across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported PANW position in Legacy Wealth Management, LLC / MS's portfolio?

The largest reported portfolio weight for PANW was 3.39% in 2024 Q4.

What is the latest reported PANW position on this page?

The most recent filing on this page is 2026 Q1, when Legacy Wealth Management, LLC / MS reported 34,326 shares, equal to 1.57% of portfolio, with an estimated market value of $5.5M.

What does the chart on this PANW ownership page compare?

The chart compares Legacy Wealth Management, LLC / MS's quarterly PANW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Legacy Wealth Management, LLC / MS time their PANW position?

Based on 13F filing dates vs. subsequent PANW price moves, Legacy Wealth Management, LLC / MS correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on PANW relative to SPY over the holding period was -25.2%.

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