Brick & Kyle Associates
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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
Q3 		$5.99M Sell
15,080
-9,883
-40% -$3.52M 1.97% 17
2026
Q2 		$4M Hold
24,963
– – 1.32% 28
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 		$2.36M 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Brick & Kyle Associates's PANW Position: Q3 2026 in Review

Brick & Kyle Associates reduced its Palo Alto Networks (PANW) stake by 40% in Q3 2026, selling an estimated $3.52M and leaving 15,080 shares worth $5.99M. The position accounts for 1.97% of the portfolio, ranked #17.

Brick & Kyle Associates first reported a position in PANW in Q4 2014 and has held it in 23 quarters since. 1,980 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • Brick & Kyle Associates held 15,080 shares of Palo Alto Networks worth $5.99M as of Q3 2026.
  • Brick & Kyle Associates sold 9,883 Palo Alto Networks shares in Q3 2026, an estimated $3.52M.
  • Palo Alto Networks made up 1.97% of Brick & Kyle Associates's portfolio in Q3 2026, its #17 holding.
  • Brick & Kyle Associates first reported a position in Palo Alto Networks in Q4 2014 and has held it in 23 quarters since.
  • 1,980 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Brick & Kyle Associates's 13F filing for Q3 2026, filed 5 Nov 2026.