Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionWealth Alliance
Latest Disclosed Ownership9,697 shares
Latest Disclosed Value $ 1,554,586
Wealth Alliance reports 11.01% increase in ownership of PANW / Palo Alto Networks, Inc.

On May 14, 2026 - Wealth Alliance filed a 13F-HR form disclosing ownership of 9,697 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $1,554,586 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 8,735 shares of Palo Alto Networks, Inc.. This represents a change in shares of 11.01% 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)
2026-05-14 2026-03-31 13F PALO ALTO NETWORKS COM 697435105 9,697 962 11.01 1,555 -3.36 0.1535
2026-02-13 2025-12-31 13F PALO ALTO NETWORKS COM 697435105 8,735 -89 -1.01 1,609 -10.47 0.1575
2025-11-07 2025-09-30 13F PALO ALTO NETWORKS COM 697435105 8,824 438 5.22 1,797 4.66 0.1848
2025-08-08 2025-06-30 13F PALO ALTO NETWORKS COM 697435105 8,386 150 1.82 1,716 22.14 0.1916
2025-05-05 2025-03-31 13F PALO ALTO NETWORKS COM 697435105 8,236 -266 -3.13 1,405 -9.18 0.1701
2025-02-03 2024-12-31 13F PALO ALTO NETWORKS COM 697435105 8,502 3,928 85.88 1,547 -1.02 0.1850
2024-11-04 2024-09-30 13F PALO ALTO NETWORKS COM 697435105 4,574 -99 -2.12 1,563 -1.33 0.1867
2024-08-09 2024-06-30 13F PALO ALTO NETWORKS COM 697435105 4,673 -614 -11.61 1,584 5.46 0.2046
2024-05-10 2024-03-31 13F PALO ALTO NETWORKS COM 697435105 5,287 -490 -8.48 1,502 -11.80 0.1971
2024-01-30 2023-12-31 13F PALO ALTO NETWORKS COM 697435105 5,777 71 1.24 1,704 27.37 0.2389
2023-11-09 2023-09-30 13F PALO ALTO NETWORKS COM 697435105 5,706 -1,338 -18.99 1,338 -25.68 0.2110
2023-08-02 2023-06-30 13F PALO ALTO NETWORKS COM 697435105 7,044 -919 -11.54 1,800 13.14 0.2691
2023-05-11 2023-03-31 13F PALO ALTO NETWORKS COM 697435105 7,963 1,345 20.32 1,591 72.26 0.2577
2023-02-13 2022-12-31 13F PALO ALTO NETWORKS INC COM USD0.0001 Stock 697435105 6,618 -1,470 -18.18 923 -30.29 0.1640
2022-11-14 2022-09-30 13F PALO ALTO NETWORKS INC COM USD0.0001 Stock 697435105 8,088 5,585 223.13 1,324 7.12 0.2613
2022-10-11 2022-06-30 13F/A-1 PALO ALTO NETWORKS INC COM USD0.0001 Stock 697435105 2,503 669 36.48 1,236 8.23 0.2372
2022-08-15 2022-06-30 13F PALO ALTO NETWORKS INC COM USD0.0001 Stock 697435105 2,503 669 1,236 0.1503
2022-05-10 2022-03-31 13F PALO ALTO NETWORKS INC COM USD0.0001 Stock 697435105 1,834 291 18.86 1,142 32.95 0.1628
2022-02-14 2021-12-31 13F PALO ALTO NETWORKS INC COM USD0.0001 Stock 697435105 1,543 13 0.85 859 17.19 0.1727
2021-11-12 2021-09-30 13F PALO ALTO NETWORKS INC COM USD0.0001 Stock 697435105 1,530 19 1.26 733 30.66 0.1646
2021-08-16 2021-06-30 13F PALO ALTO NETWORKS INC COM USD0.0001 Stock 697435105 1,511 33 2.23 561 17.86 0.1321
2021-05-18 2021-03-31 13F PALO ALTO NETWORKS INC COM USD0.0001 Stock 697435105 1,478 84 6.03 476 -3.84 0.1333
2021-02-11 2020-12-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 1,394 17 1.23 495 46.88 0.1458
2020-12-01 2020-09-30 13F/A-1 PALO ALTO NETWORKS INC COM Stock 697435105 1,377 1,377 337 0.1211
2020-11-13 2020-09-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 1,377 1,377 337 0.1211
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.