PANW PALO ALTO NETWORKS INC

Ownership history in Brick & Kyle, Associates  ·  20 quarters on record

AI Ownership Summary

Brick & Kyle, Associates reported PALO ALTO NETWORKS INC (PANW) in 20 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.05% in 2025 Q3. The latest visible filing shows PANW at 1.78% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PANW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Brick & Kyle, Associates's position in PALO ALTO NETWORKS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PANW was reported at 1.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.05% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Brick & Kyle, Associates held PANW — position size vs. price
% of Fund (quarterly)    PANW price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 27,301 0% 1.78% $5.0M 2026-02-14 (Est.) $166.95
2025 Q3 ADDED 27,301 +6,266 +29.8% 2.05% $5.6M 2025-11-14 $205.25
2025 Q2 ADDED 21,035 +2,501 +13.5% 1.84% $4.2M 2025-08-18 $176.17
2025 Q1 REDUCED 18,534 -37 -0.2% 1.43% $3.1M 2025-04-30 $186.93
2024 Q4 ADDED 18,571 +9,288 +100.1% 1.44% $3.4M 2025-02-25 $188.01
2024 Q3 ADDED 9,283 +563 +6.5% 1.35% $3.1M 2024-11-14 $197.20
2024 Q2 REDUCED 8,720 -16 -0.2% 1.22% $3.0M 2024-08-15 $171.63
2024 Q1 ADDED 8,736 +1,779 +25.6% 1.04% $2.4M 2024-05-14 $150.77
2023 Q4 REDUCED 6,957 -40 -0.6% 1.02% $2.1M 2024-02-15 $183.44
2023 Q3 ADDED 6,997 +6,697 +2232.3% 0.87% $1.6M 2023-11-15 $128.09
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Brick & Kyle, Associates and PANW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Brick & Kyle, Associates reported owning PANW?

Brick & Kyle, Associates reported PANW across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported PANW position in Brick & Kyle, Associates's portfolio?

The largest reported portfolio weight for PANW was 2.05% in 2025 Q3.

What is the latest reported PANW position on this page?

The most recent filing on this page is 2025 Q4, when Brick & Kyle, Associates reported 27,301 shares, equal to 1.78% of portfolio, with an estimated market value of $5.0M.

What does the chart on this PANW ownership page compare?

The chart compares Brick & Kyle, Associates's quarterly PANW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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