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Brick & Kyle Associates’s Palo Alto Networks PANW Stock Holding History

Brick & Kyle Associates’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
Q1 		$4M Sell
24,963
-2,338
-9% -$393K 1.32% 28
2025
Q4 		$5.03M Hold
27,301
– – 1.78% 22
2025
Q3 		$5.56M Buy
27,301
+6,266
+30% +$1.2M 2.05% 20
2025
Q2 		$4.16M Buy
21,035
+2,501
+13% +$464K 1.84% 23
2025
Q1 		$3.11M Sell
18,534
-37
-0.2% -$6.84K 1.43% 29
2024
Q4 		$3.38M Buy
18,571
+5
+0% +$945 1.44% 27
2024
Q3 		$3.14M Buy
18,566
+1,126
+6% +$190K 1.35% 30
2024
Q2 		$2.96M Sell
17,440
-32
-0.2% -$4.79K 1.22% 33
2024
Q1 		$2.35M Buy
17,472
+3,558
+26% +$561K 1.04% 34
2023
Q4 		$2.05M Sell
13,914
-80
-0.6% -$10.7K 1.02% 37
2023
Q3 		$1.64M Buy
+13,994
New +$1.66M 0.87% 39
2017
Q2 		– Sell
-1,800
Closed -$34K – 289
2017
Q1 		$34K Hold
1,800
– – 0.03% 214
2016
Q4 		$38K Hold
1,800
– – 0.03% 204
2016
Q3 		$48K Hold
1,800
– – 0.04% 184
2016
Q2 		$37K Sell
1,800
-690
-28% -$16K 0.03% 201
2016
Q1 		$68K Hold
2,490
– – 0.06% 148
2015
Q4 		$73K Buy
2,490
+690
+38% +$19.9K 0.06% 140
2015
Q3 		$52K Hold
1,800
– – 0.05% 165
2015
Q2 		$52K Buy
1,800
+900
+100% +$24K 0.04% 168
2015
Q1 		$22K Hold
900
– – 0.02% 267
2014
Q4 		$18K Buy
+900
New +$16.6K 0.02% 287

Other funds holding PANW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brick & Kyle Associates's PANW Position: Q1 2026 in Review

Brick & Kyle Associates reduced its Palo Alto Networks (PANW) stake by 8.6% in Q1 2026, selling an estimated $393K and leaving 24,963 shares worth $4M. The position accounts for 1.32% of the portfolio, ranked #28.

Brick & Kyle Associates first reported a position in PANW in Q4 2014 and has held it in 21 quarters since. The position peaked at $5.56M in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Brick & Kyle Associates held 24,963 shares of Palo Alto Networks worth $4M as of Q1 2026.
  • Brick & Kyle Associates sold 2,338 Palo Alto Networks shares in Q1 2026, an estimated $393K.
  • Palo Alto Networks made up 1.32% of Brick & Kyle Associates's portfolio in Q1 2026, its #28 holding.
  • Brick & Kyle Associates first reported a position in Palo Alto Networks in Q4 2014 and has held it in 21 quarters since.
  • Brick & Kyle Associates's Palo Alto Networks position peaked at $5.56M in Q3 2025.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Brick & Kyle Associates's 13F filing for Q1 2026, filed 2 Jul 2026.