Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionHCR Wealth Advisors
Latest Disclosed Ownership71,857 shares
Latest Disclosed Value $ 11,520,114
HCR Wealth Advisors reports 2.69% increase in ownership of PANW / Palo Alto Networks, Inc.

On April 21, 2026 - HCR Wealth Advisors filed a 13F-HR form disclosing ownership of 71,857 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $11,520,114 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 69,978 shares of Palo Alto Networks, Inc.. This represents a change in shares of 2.69% 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)
2026-04-21 2026-03-31 13F Palo Alto Networks Common Stock 697435105 71,857 1,879 2.69 11,520 -10.62 1.1946
2026-01-27 2025-12-31 13F Palo Alto Networks Common Stock 697435105 69,978 0 0.00 12,890 -12.00 1.2766
2025-10-03 2025-09-30 13F Palo Alto Networks Common Stock 697435105 69,978 1,900 2.79 14,646 5.13 1.5167
2025-07-17 2025-06-30 13F Palo Alto Networks Common Stock 697435105 68,078 0 0.00 13,931 19.93 1.6396
2025-04-21 2025-03-31 13F Palo Alto Networks Common Stock 697435105 68,078 0 0.00 11,617 -6.22 1.5123
2025-01-14 2024-12-31 13F Palo Alto Networks Common Stock 697435105 68,078 34,026 99.92 12,387 6.44 1.5520
2024-10-10 2024-09-30 13F Palo Alto Networks Common Stock 697435105 34,052 34 0.10 11,639 0.92 1.5231
2024-08-07 2024-06-30 13F Palo Alto Networks Common Stock 697435105 34,018 0 0.00 11,532 19.32 1.6481
2024-05-10 2024-03-31 13F Palo Alto Networks Common Stock 697435105 34,018 -7 -0.02 9,666 -3.67 1.4658
2024-02-09 2023-12-31 13F Palo Alto Networks Common Stock 697435105 34,025 222 0.66 10,033 26.62 1.5848
2023-10-20 2023-09-30 13F PALO ALTO NETWORKS COM 697435105 33,803 0 0.00 7,925 -8.26 1.7375
2023-08-10 2023-06-30 13F PALO ALTO NETWORKS COM 697435105 33,803 2,000 6.29 8,637 35.97 1.5996
2023-05-12 2023-03-31 13F PALO ALTO NETWORKS COM 697435105 31,803 0 0.00 6,352 43.16 1.2573
2023-02-13 2022-12-31 13F PALO ALTO NETWORKS COM 697435105 31,803 0 0.00 4,438 -14.82 0.9314
2022-11-07 2022-09-30 13F PALO ALTO NETWORKS COM 697435105 31,803 21,202 200.00 5,209 -0.52 1.1069
2022-08-12 2022-06-30 13F PALO ALTO NETWORKS COM 697435105 10,601 0 0.00 5,236 -20.65 1.0510
2022-05-05 2022-03-31 13F PALO ALTO NETWORKS COM 697435105 10,601 50 0.47 6,599 12.34 1.0786
2022-02-04 2021-12-31 13F PALO ALTO NETWORKS COM 697435105 10,551 3,000 39.73 5,874 62.40 0.9104
2021-11-02 2021-09-30 13F PALO ALTO NETWORKS COM 697435105 7,551 2,000 36.03 3,617 75.58 0.6036
2021-07-21 2021-06-30 13F PALO ALTO NETWORKS COM 697435105 5,551 13 0.23 2,060 15.47 0.3576
2021-05-13 2021-03-31 13F PALO ALTO NETWORKS COM 697435105 5,538 3 0.05 1,784 -9.30 0.3527
2021-02-04 2020-12-31 13F PALO ALTO NETWORKS COM 697435105 5,535 0 0.00 1,967 45.17 0.4117
2020-11-05 2020-09-30 13F PALO ALTO NETWORKS COM 697435105 5,535 0 0.00 1,355 6.69 0.3098
2020-07-30 2020-06-30 13F PALO ALTO NETWORKS COM 697435105 5,535 -475 -7.90 1,270 28.93 0.2980
2020-05-08 2020-03-31 13F PALO ALTO NETWORKS COM 697435105 6,010 -50 -0.83 985 -29.69 0.2818
2020-02-07 2019-12-31 13F PALO ALTO NETWORKS COM 697435105 6,060 -20 -0.33 1,401 13.08 0.3399
2019-11-07 2019-09-30 13F PALO ALTO NETWORKS COM 697435105 6,080 20 0.33 1,239 0.32 0.4113
2019-07-25 2019-06-30 13F PALO ALTO NETWORKS COM 697435105 6,060 -75 -1.22 1,235 -17.11 0.3512
2019-05-10 2019-03-31 13F PALO ALTO NETWORKS COM 697435105 6,135 25 0.41 1,490 29.45 0.4281
2019-01-31 2018-12-31 13F PALO ALTO NETWORKS COM 697435105 6,110 50 0.83 1,151 -3.60 0.3718
2018-11-08 2018-09-30 13F PALO ALTO NETWORKS COM 697435105 6,060 125 2.11 1,194 -2.05 0.3889
2018-08-14 2018-06-30 13F PALO ALTO NETWORKS COM 697435105 5,935 0 0.00 1,219 13.18 0.4000
2018-05-15 2018-03-31 13F PALO ALTO NETWORKS COM 697435105 5,935 0 0.00 1,077 25.23 0.3735
2018-02-13 2017-12-31 13F PALO ALTO NETWORKS COM 697435105 5,935 0 0.00 860 0.58 0.3004
2017-11-13 2017-09-30 13F PALO ALTO NETWORKS COM 697435105 5,935 0 0.00 855 7.68 0.3599
2017-08-16 2017-06-30 13F/A-1 PALO ALTO NETWORKS COM 697435105 5,935 0 0.00 794 18.68 0.3921
2017-05-11 2017-03-31 13F PALO ALTO NETWORKS COM 697435105 5,935 -14 -0.24 669 -10.08 0.3427
2017-02-14 2016-12-31 13F PALO ALTO NETWORKS COM 697435105 5,949 5,949 744 0.3930
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.