Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionAscent Wealth Partners, LLC
Latest Disclosed Ownership42,302 shares
Latest Disclosed Value $ 6,781,857
Ascent Wealth Partners, LLC reports 4.63% increase in ownership of PANW / Palo Alto Networks, Inc.

On May 6, 2026 - Ascent Wealth Partners, LLC filed a 13F-HR form disclosing ownership of 42,302 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $6,781,857 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 40,430 shares of Palo Alto Networks, Inc.. This represents a change in shares of 4.63% 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)
2026-05-06 2026-03-31 13F PALO ALTO NETWORKS COM 697435105 42,302 1,872 4.63 6,782 -8.94 0.7883
2026-02-02 2025-12-31 13F PALO ALTO NETWORKS COM 697435105 40,430 527 1.32 7,447 -8.34 0.8570
2025-10-21 2025-09-30 13F PALO ALTO NETWORKS COM 697435105 39,903 228 0.57 8,125 0.07 0.9425
2025-08-12 2025-06-30 13F PALO ALTO NETWORKS COM 697435105 39,675 235 0.60 8,119 20.64 1.0019
2025-05-02 2025-03-31 13F PALO ALTO NETWORKS COM 697435105 39,440 -12,540 -24.12 6,730 -28.84 0.9026
2025-02-04 2024-12-31 13F PALO ALTO NETWORKS COM 697435105 51,980 25,896 99.28 9,458 6.09 1.2753
2024-10-31 2024-09-30 13F PALO ALTO NETWORKS COM 697435105 26,084 118 0.45 8,916 1.28 1.2423
2024-07-31 2024-06-30 13F PALO ALTO NETWORKS COM 697435105 25,966 791 3.14 8,803 23.07 1.2890
2024-05-01 2024-03-31 13F PALO ALTO NETWORKS COM 697435105 25,175 353 1.42 7,153 -2.28 1.0620
2024-01-22 2023-12-31 13F PALO ALTO NETWORKS COM 697435105 24,822 551 2.27 7,320 28.63 1.1952
2023-10-20 2023-09-30 13F PALO ALTO NETWORKS COM 697435105 24,271 -117 -0.48 5,690 -7.72 1.0480
2023-08-04 2023-06-30 13F PALO ALTO NETWORKS COM 697435105 24,388 748 3.16 6,166 30.61 1.0863
2023-04-25 2023-03-31 13F PALO ALTO NETWORKS COM 697435105 23,640 344 1.48 4,722 45.26 0.9489
2023-02-02 2022-12-31 13F PALO ALTO NETWORKS COM 697435105 23,296 505 2.22 3,251 -12.94 0.6990
2022-11-14 2022-09-30 13F PALO ALTO NETWORKS COM 697435105 22,791 15,135 197.69 3,733 0.30 0.8894
2022-08-10 2022-06-30 13F PALO ALTO NETWORKS COM 697435105 7,656 200 2.68 3,722 -19.82 0.8371
2022-05-02 2022-03-31 13F Palo Alto Networks COM 697435105 7,456 44 0.59 4,642 12.48 0.8678
2022-01-27 2021-12-31 13F Palo Alto Networks COM 697435105 7,412 128 1.76 4,127 18.29 0.7348
2021-11-01 2021-09-30 13F Palo Alto Networks COM 697435105 7,284 -8 -0.11 3,489 28.94 0.6675
2021-07-30 2021-06-30 13F Palo Alto Networks COM 697435105 7,292 -252 -3.34 2,706 11.36 0.5162
2021-04-26 2021-03-31 13F Palo Alto Networks COM 697435105 7,544 -38 -0.50 2,430 -9.83 0.5275
2021-02-02 2020-12-31 13F Palo Alto Networks COM 697435105 7,582 -355 -4.47 2,695 38.70 0.5994
2020-10-22 2020-09-30 13F Palo Alto Networks COM 697435105 7,937 98 1.25 1,943 7.88 0.4968
2020-07-21 2020-06-30 13F Palo Alto Networks COM 697435105 7,839 175 2.28 1,801 43.28 0.5226
2020-04-29 2020-03-31 13F Palo Alto Networks COM 697435105 7,664 431 5.96 1,257 -24.87 0.4598
2020-01-29 2019-12-31 13F Palo Alto Networks COM 697435105 7,233 -75 -1.03 1,673 12.28 0.4757
2019-10-22 2019-09-30 13F Palo Alto Networks COM 697435105 7,308 1,483 25.46 1,490 25.53 0.4561
2019-07-30 2019-06-30 13F Palo Alto Networks COM 697435105 5,825 400 7.37 1,187 -9.94 0.3668
2019-05-13 2019-03-31 13F Palo Alto Networks Equity 697435105 5,425 438 8.78 1,318 40.36 0.4291
2019-02-13 2018-12-31 13F Palo Alto Networks Equity 697435105 4,987 -15 -0.30 939 -16.61 0.3669
2019-08-21 2018-09-30 13F Palo Alto Networks COM 697435105 5,002 98 2.00 1,126 11.71 0.3592
2019-08-21 2018-06-30 13F Palo Alto Networks COM 697435105 4,904 -161 -3.18 1,008 9.57 0.3546
2019-08-21 2018-03-31 13F Palo Alto Networks COM 697435105 5,065 -72 -1.40 920 23.49 0.3344
2019-08-21 2017-12-31 13F Palo Alto Networks COM 697435105 5,137 123 2.45 745 3.19 0.2774
2019-08-21 2017-09-30 13F Palo Alto Networks COM 697435105 5,014 40 0.80 722 8.41 0.2891
2019-08-21 2017-06-30 13F Palo Alto Networks COM 697435105 4,974 933 23.09 666 46.37 0.2864
2019-08-21 2017-03-31 13F Palo Alto Networks COM 697435105 4,041 16 0.40 455 -9.72 0.2053
2019-08-21 2016-12-31 13F Palo Alto Networks COM 697435105 4,025 835 26.18 504 -0.98 0.2472
2019-08-21 2016-09-30 13F Palo Alto Networks COM 697435105 3,190 3,190 509 0.2574
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.