Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionAbound Wealth Management
Latest Disclosed Ownership306 shares
Latest Disclosed Value $ 49,063
Abound Wealth Management reports 8.51% increase in ownership of PANW / Palo Alto Networks, Inc.

On April 10, 2026 - Abound Wealth Management filed a 13F-HR form disclosing ownership of 306 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $49,063 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 282 shares of Palo Alto Networks, Inc.. This represents a change in shares of 8.51% 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)
2026-04-10 2026-03-31 13F PALO ALTO NETWORKS COM 697435105 306 24 8.51 49 -3.92 0.0111
2026-01-12 2025-12-31 13F PALO ALTO NETWORKS COM 697435105 282 74 35.58 52 21.43 0.0122
2025-10-10 2025-09-30 13F PALO ALTO NETWORKS COM 697435105 208 1 0.48 42 0.00 0.0106
2025-07-14 2025-06-30 13F PALO ALTO NETWORKS COM 697435105 207 13 6.70 42 27.27 0.0120
2025-04-17 2025-03-31 13F PALO ALTO NETWORKS COM 697435105 194 48 32.88 33 26.92 0.0110
2025-01-13 2024-12-31 13F PALO ALTO NETWORKS COM 697435105 146 72 97.30 27 4.00 0.0085
2024-11-04 2024-09-30 13F PALO ALTO NETWORKS COM 697435105 74 1 1.37 25 4.17 0.0084
2024-08-09 2024-06-30 13F PALO ALTO NETWORKS COM 697435105 73 2 2.82 25 20.00 0.0091
2024-08-08 2024-03-31 13F PALO ALTO NETWORKS COM 697435105 71 16 29.09 20 25.00 0.0077
2024-08-08 2023-12-31 13F PALO ALTO NETWORKS COM 697435105 55 22 66.67 16 128.57 0.0065
2024-08-08 2023-09-30 13F PALO ALTO NETWORKS COM 697435105 33 -8 -19.51 8 -30.00 0.0033
2024-08-08 2023-06-30 13F PALO ALTO NETWORKS COM 697435105 41 41 10 0.0044
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.