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Legacy Wealth Management, LLC / MS → PANW

Legacy Wealth Management, LLC / MS PANW Position History

Palo Alto Networks, Inc. • Technology

Quarters held
4
Latest value
$10.5M
Q3 2026
Peak value
$10.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$6.9M
Q1 2026$5.5M
Q2 2026$10.3M
Q3 2026$10.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$10.5M26.5K——
Q2 2026$10.3M30.2K——
Q1 2026$5.5M34.3K——
Q4 2025$6.9M37.6K——

Other funds holding PANW

Other Legacy Wealth Management, LLC / MS positions

NVDA

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$72M
SPY

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NVDA

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SPY

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NVDA

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$63.9M
SPY

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$62.8M
SPY

SPDR S&P 500 ETF TR

$57M
STT-PG

SPDR S&P 500 Portfolio ETF

$42.3M