Legacy Wealth Management, LLC / MS

Position in PANW — Palo Alto Networks Inc

CIK 2047443 RIDGELAND, MS

Position in PANW

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$10,305,965

+$4,802,821 QoQ

Shares Held

30,221

-12.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

3.15%

of 13F equity value

Holder Rank

#690

of 2,893 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Legacy Wealth Management, LLC / MS holds $27,827,405 across 5 Software - Infrastructure names. PANW ranks #2 (37.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	45,058	$16,807,535
2	PANW	Palo Alto Networks Inc This page	30,221	$10,305,965
3	FTNT	Fortinet, Inc.	2,035	$312,616
4	ORCL	Oracle Corp	2,073	$303,798
5	CRWD	CrowdStrike Holdings, Inc.	2,044	$97,491

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,305,965	30,221	-12.0%	Shares	Sole	2026-07-08
2026-03-31	$5,503,144	34,326	-8.6%	Shares	Sole	2026-04-10
2025-12-31	$6,919,288	37,564	-7.8%	Shares	Sole	2026-01-05
2025-09-30	$8,296,700	40,746	-11.7%	Shares	Sole	2025-10-23
2025-06-30	$9,447,205	46,165	-3.5%	Shares	Sole	2025-07-01
2025-03-31	$8,167,512	47,864	+2.0%	Shares	Sole	2025-04-03
2024-12-31	$8,541,202	46,940	+87.9%	Shares	Sole	2025-01-06
2024-09-30	$8,538,847	24,982	+0.7%	Shares	Sole	2024-12-12
2024-06-30	$8,407,448	24,800	-0.0%	Shares	Sole	2024-12-12
2024-03-31	$7,049,265	24,810	+47.9%	Shares	Sole	2024-12-12
2023-12-31	$4,945,432	16,771	-0.6%	Shares	Sole	2024-12-12
2023-09-30	$3,955,237	16,871	-0.4%	Shares	Sole	2024-12-12
2023-06-30	$4,326,806	16,934	-0.6%	Shares	Sole	2024-12-12
2023-03-31	$3,401,771	17,031	0.0%	Shares	Sole	2024-12-12
2022-12-31	$2,376,505	17,031	0.0%	Shares	Sole	2024-12-12
2022-09-30	$2,789,507	17,031	+194.3%	Shares	Sole	2024-12-12
2022-06-30	$2,858,429	5,787	0.0%	Shares	Sole	2024-12-12
2022-03-31	$3,602,466	5,787	+0.3%	Shares	Sole	2024-12-12
2021-12-31	$3,211,947	5,769	+0.4%	Shares	Sole	2024-12-12
2021-09-30	$2,752,332	5,746	+0.7%	Shares	Sole	2024-12-12
2021-06-30	$2,117,583	5,707	-0.3%	Shares	Sole	2024-12-12
2021-03-31	$1,844,438	5,727	+1.3%	Shares	Sole	2024-12-12
2020-12-31	$2,008,665	5,652	-5.6%	Shares	Sole	2024-12-12
2020-09-30	$1,466,053	5,990	-0.6%	Shares	Sole	2024-12-12
2020-06-30	$1,383,760	6,025	+1.3%	Shares	Sole	2024-12-12
2020-03-31	$975,563	5,950	—	Shares	Sole	2024-12-12
No filing history on record for this holder in this stock.