KA
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Klingman & Associates’s Palo Alto Networks PANW Stock Holding History

Klingman & 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 		$405K Buy
2,527
+622
+33% +$104K 0.02% 221
2025
Q4 		$351K Sell
1,905
-226
-11% -$45.6K 0.02% 236
2025
Q3 		$434K Buy
2,131
+46
+2% +$8.81K 0.02% 208
2025
Q2 		$427K Buy
2,085
+200
+11% +$37.1K 0.02% 188
2025
Q1 		$322K Buy
1,885
+133
+8% +$24.6K 0.02% 215
2024
Q4 		$319K Buy
1,752
+252
+17% +$47.6K 0.02% 197
2024
Q3 		$256K Buy
1,500
+60
+4% +$10.1K 0.02% 233
2024
Q2 		$244K Buy
+1,440
New +$215K 0.02% 219

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

Klingman & Associates's PANW Position: Q1 2026 in Review

Klingman & Associates increased its Palo Alto Networks (PANW) stake by 33% in Q1 2026, buying an estimated $104K and bringing the position to 2,527 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #221.

Klingman & Associates first reported a position in PANW in Q2 2024 and has held it in 8 quarters since. The position peaked at $434K in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Klingman & Associates held 2,527 shares of Palo Alto Networks worth $405K as of Q1 2026.
  • Klingman & Associates bought 622 Palo Alto Networks shares in Q1 2026, an estimated $104K.
  • Palo Alto Networks made up 0.02% of Klingman & Associates's portfolio in Q1 2026, its #221 holding.
  • Klingman & Associates first reported a position in Palo Alto Networks in Q2 2024 and has held it in 8 quarters since.
  • Klingman & Associates's Palo Alto Networks position peaked at $434K in Q3 2025.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.