Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionAvion Wealth
Latest Disclosed Ownership347 shares
Latest Disclosed Value $ 55
Avion Wealth reports 59.91% increase in ownership of PANW / Palo Alto Networks, Inc.

On May 1, 2026 - Avion Wealth filed a 13F-HR form disclosing ownership of 347 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $55 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 217 shares of Palo Alto Networks, Inc..

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)
2026-05-01 2026-03-31 13F PALO ALTO NETWORKS COM 697435105 347 130 59.91 0 0.0114
2026-01-23 2025-12-31 13F PALO ALTO NETWORKS COM 697435105 217 3 1.40 0 0.0082
2025-10-24 2025-09-30 13F PALO ALTO NETWORKS COM 697435105 214 -2 -0.93 0 0.0092
2025-07-31 2025-06-30 13F/A-1 PALO ALTO NETWORKS COM 697435105 216 36 20.00 0 0.0100
2025-05-09 2025-03-31 13F PALO ALTO NETWORKS COM 697435105 180 0 0.00 0 0.0082
2025-01-29 2024-12-31 13F PALO ALTO NETWORKS COM 697435105 180 94 109.30 0 0.0082
2024-10-18 2024-09-30 13F PALO ALTO NETWORKS COM 697435105 86 7 8.86 0 0.0076
2024-07-26 2024-06-30 13F PALO ALTO NETWORKS COM 697435105 79 8 11.27 0 0.0072
2024-05-03 2024-03-31 13F PALO ALTO NETWORKS COM 697435105 71 48 208.70 0 0.0056
2024-01-26 2023-12-31 13F PALO ALTO NETWORKS COM 697435105 23 2 9.52 0 0.0020
2023-10-20 2023-09-30 13F PALO ALTO NETWORKS COM 697435105 21 4 23.53 0 0.0011
2023-07-14 2023-06-30 13F PALO ALTO NETWORKS COM 697435105 17 17 0 0.0010
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.