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Kathleen S. Wright Associates’s Palo Alto Networks PANW Stock Holding History

Kathleen S. Wright 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
2025
Q3 		$105K Hold
516
– – 0.04% 127
2025
Q2 		$106K Hold
516
– – 0.04% 123
2025
Q1 		$88K Hold
516
– – 0.04% 131
2024
Q4 		$93.9K Hold
516
– – 0.04% 126
2024
Q3 		$88.2K Buy
+516
New +$86.9K 0.04% 129

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Kathleen S. Wright Associates's PANW Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Palo Alto Networks (PANW) position steady in Q3 2025 at 516 shares worth $105K. The position accounts for 0.04% of the portfolio, ranked #127.

Kathleen S. Wright Associates first reported a position in PANW in Q3 2024 and has held it in 5 quarters since. The position peaked at $106K in Q2 2025. 2,429 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

  • Kathleen S. Wright Associates held 516 shares of Palo Alto Networks worth $105K as of Q3 2025.
  • Kathleen S. Wright Associates left its Palo Alto Networks share count unchanged in Q3 2025.
  • Palo Alto Networks made up 0.04% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #127 holding.
  • Kathleen S. Wright Associates first reported a position in Palo Alto Networks in Q3 2024 and has held it in 5 quarters since.
  • Kathleen S. Wright Associates's Palo Alto Networks position peaked at $106K in Q2 2025.
  • 2,429 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.