Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership41,383 shares
Latest Disclosed Value $ 6,634,656
AE Wealth Management LLC reports 6.29% increase in ownership of PANW / Palo Alto Networks, Inc.

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 41,383 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $6,634,656 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 38,934 shares of Palo Alto Networks, Inc.. This represents a change in shares of 6.29% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F PALO ALTO NETWORKS COM 697435105 41,383 2,449 6.29 6,635 -7.49 0.0011
2026-01-26 2025-12-31 13F PALO ALTO NETWORKS COM 697435105 38,934 -579 -1.47 7,172 -10.86 0.0412
2025-11-03 2025-09-30 13F PALO ALTO NETWORKS COM 697435105 39,513 8,232 26.32 8,046 25.68 0.0513
2025-08-06 2025-06-30 13F PALO ALTO NETWORKS COM 697435105 31,281 4,116 15.15 6,402 38.10 0.0468
2025-05-06 2025-03-31 13F PALO ALTO NETWORKS COM 697435105 27,165 3,874 16.63 4,635 9.37 0.0390
2025-02-13 2024-12-31 13F PALO ALTO NETWORKS COM 697435105 23,291 12,782 121.63 4,238 17.98 0.0360
2024-11-14 2024-09-30 13F PALO ALTO NETWORKS COM 697435105 10,509 -28,031 -72.73 3,592 -72.51 0.0326
2024-08-12 2024-06-30 13F PALO ALTO NETWORKS COM 697435105 38,540 36,647 1,935.92 13,066 2,332.96 0.1307
2024-05-15 2024-03-31 13F PALO ALTO NETWORKS COM 697435105 1,893 -37,156 -95.15 538 -95.98 0.0061
2024-02-14 2023-12-31 13F PALO ALTO NETWORKS COM 697435105 39,049 18,155 86.89 13,372 172.99 0.0683
2023-10-11 2023-09-30 13F PALO ALTO NETWORKS COM 697435105 20,894 2,687 14.76 4,898 5.29 0.0293
2023-07-10 2023-06-30 13F PALO ALTO NETWORKS COM 697435105 18,207 2,111 13.12 4,652 44.70 0.0280
2023-04-14 2023-03-31 13F PALO ALTO NETWORKS COM 697435105 16,096 -6,308 -28.16 3,215 2.85 0.0207
2023-01-31 2022-12-31 13F PALO ALTO NETWORKS COM 697435105 22,404 1,797 8.72 3,126 -7.38 0.0226
2022-10-25 2022-09-30 13F PALO ALTO NETWORKS COM 697435105 20,607 15,601 311.65 3,375 36.47 0.0268
2022-08-03 2022-06-30 13F PALO ALTO NETWORKS COM 697435105 5,006 698 16.20 2,473 -7.79 0.0198
2022-04-18 2022-03-31 13F PALO ALTO NETWORKS COM 697435105 4,308 796 22.67 2,682 37.19 0.0184
2022-01-20 2021-12-31 13F PALO ALTO NETWORKS COM 697435105 3,512 -1,331 -27.48 1,955 -15.73 0.0136
2021-11-01 2021-09-30 13F PALO ALTO NETWORKS COM 697435105 4,843 2,311 91.27 2,320 147.07 0.0191
2021-07-21 2021-06-30 13F PALO ALTO NETWORKS COM 697435105 2,532 18 0.72 939 15.93 0.0082
2021-04-27 2021-03-31 13F PALO ALTO NETWORKS COM 697435105 2,514 -2,019 -44.54 810 -49.72 0.0082
2021-02-01 2020-12-31 13F PALO ALTO NETWORKS COM 697435105 4,533 -3,012 -39.92 1,611 -12.78 0.0183
2020-11-06 2020-09-30 13F PALO ALTO NETWORKS COM 697435105 7,545 5,239 227.19 1,847 248.49 0.0264
2020-08-05 2020-06-30 13F PALO ALTO NETWORKS COM 697435105 2,306 227 10.92 530 55.43 0.0082
2020-05-07 2020-03-31 13F PALO ALTO NETWORKS COM 697435105 2,079 99 5.00 341 -25.55 0.0078
2020-01-15 2019-12-31 13F PALO ALTO NETWORKS COM 697435105 1,980 13 0.66 458 14.21 0.0099
2019-11-05 2019-09-30 13F PALO ALTO NETWORKS COM 697435105 1,967 -192 -8.89 401 -8.86 0.0116
2019-07-22 2019-06-30 13F PALO ALTO NETWORKS COM 697435105 2,159 1,295 149.88 440 109.52 0.0132
2019-05-14 2019-03-31 13F PALO ALTO NETWORKS COM 697435105 864 864 210 0.0146
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.