Klingman & Associates
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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
Q3 		$1.1M Buy
2,759
+112
+4% +$39.9K 0.05% 136
2026
Q2 		$903K Buy
2,647
+120
+5% +$27.5K 0.04% 151
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Klingman & Associates's PANW Position: Q3 2026 in Review

Klingman & Associates increased its Palo Alto Networks (PANW) stake by 4.2% in Q3 2026, buying an estimated $39.9K and bringing the position to 2,759 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #136.

Klingman & Associates first reported a position in PANW in Q2 2024 and has held it in 10 quarters since. 2,711 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • Klingman & Associates held 2,759 shares of Palo Alto Networks worth $1.1M as of Q3 2026.
  • Klingman & Associates bought 112 Palo Alto Networks shares in Q3 2026, an estimated $39.9K.
  • Palo Alto Networks made up 0.05% of Klingman & Associates's portfolio in Q3 2026, its #136 holding.
  • Klingman & Associates first reported a position in Palo Alto Networks in Q2 2024 and has held it in 10 quarters since.
  • 2,711 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.