Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionIHT Wealth Management, LLC
Latest Disclosed Ownership27,829 shares
Latest Disclosed Value $ 4,461,520
IHT Wealth Management, LLC reports 10.86% decrease in ownership of PANW / Palo Alto Networks, Inc.

On May 15, 2026 - IHT Wealth Management, LLC filed a 13F-HR form disclosing ownership of 27,829 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $4,461,520 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 31,221 shares of Palo Alto Networks, Inc.. This represents a change in shares of -10.86% 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)
2026-05-15 2026-03-31 13F Palo Alto Networks COM 697435105 27,829 -3,392 -10.86 4,462 -22.42 0.1032
2026-02-17 2025-12-31 13F Palo Alto Networks COM 697435105 31,221 607 1.98 5,751 -7.75 0.1397
2025-11-14 2025-09-30 13F Palo Alto Networks COM 697435105 30,614 2,261 7.97 6,234 7.43 0.1577
2025-08-14 2025-06-30 13F Palo Alto Networks COM 697435105 28,353 434 1.55 5,802 21.79 0.1595
2025-05-15 2025-03-31 13F Palo Alto Networks COM 697435105 27,919 5,099 22.34 4,764 14.74 0.1488
2025-02-14 2024-12-31 13F Palo Alto Networks COM 697435105 22,820 8,534 59.74 4,152 -14.29 0.1340
2024-11-14 2024-09-30 13F Palo Alto Networks COM 697435105 14,286 2,372 19.91 4,845 19.96 0.1375
2024-08-14 2024-06-30 13F PALO ALTO COM 697435105 11,914 1,477 14.15 4,039 36.19 0.1507
2024-05-15 2024-03-31 13F Palo Alto Networks COM 697435105 10,437 3,878 59.12 2,965 53.31 0.1189
2024-02-14 2023-12-31 13F PALO ALTO COM 697435105 6,559 81 1.25 1,934 27.40 0.0862
2023-11-14 2023-09-30 13F PALO ALTO COM 697435105 6,478 243 3.90 1,519 -4.71 0.0770
2023-08-15 2023-06-30 13F PALO ALTO COM 697435105 6,235 -83 -1.31 1,593 26.33 0.0830
2023-05-15 2023-03-31 13F PALO ALTO COM 697435105 6,318 180 2.93 1,262 47.31 0.0720
2023-02-15 2022-12-31 13F PALO ALTO COM 697435105 6,138 1,142 22.86 856 4.65 0.0538
2022-11-22 2022-09-30 13F PALO ALTO COM 697435105 4,996 3,799 317.38 818 38.41 0.0622
2022-08-15 2022-06-30 13F PALO ALTO COM 697435105 1,197 146 13.89 591 -9.63 0.0521
2022-05-16 2022-03-31 13F PALO ALTO COM 697435105 1,051 161 18.09 654 31.85 0.0496
2022-02-14 2021-12-31 13F PALO ALTO COM 697435105 890 34 3.97 496 20.98 0.0366
2021-11-15 2021-09-30 13F PALO ALTO COM 697435105 856 -433 -33.59 410 -14.23 0.0334
2021-08-16 2021-06-30 13F PALO ALTO COM 697435105 1,289 13 1.02 478 16.30 0.0303
2021-05-18 2021-03-31 13F PALO ALTO COM 697435105 1,276 112 9.62 411 -0.72 0.0296
2021-02-17 2020-12-31 13F PALO ALTO COM 697435105 1,164 -338 -22.50 414 12.50 0.0344
2020-11-19 2020-09-30 13F PALO ALTO COM 697435105 1,502 1,502 368 0.0369
2020-05-13 2020-03-31 13F PALO ALTO COM 697435105 0 -1,001 -100.00 0 -100.00
2020-02-18 2019-12-31 13F PALO ALTO COM 697435105 1,001 -43 -4.12 231 8.45 0.0274
2019-11-15 2019-09-30 13F PALO ALTO COM 697435105 1,044 1,044 213 0.0290
2018-08-13 2018-06-30 13F PALO ALTO COM 697435105 0 -385 -100.00 0 -100.00
2018-05-14 2018-03-31 13F PALO ALTO COM 697435105 385 300 352.94 69 430.77 0.0185
2018-02-14 2017-12-31 13F PALO ALTO COM 697435105 85 15 21.43 13 30.00 0.0034
2017-11-14 2017-09-30 13F PALO ALTO COM 697435105 70 -99 -58.58 10 -97.44 0.0043
2017-08-14 2017-06-30 13F/A-1 PALO ALTO COM 697435105 169 -25 -12.89 390 1,757.14 0.1889
2017-08-14 2017-06-30 13F PALO ALTO COM 697435105 169 -25 1
2017-05-15 2017-03-31 13F PALO ALTO COM 697435105 194 25 14.79 21 0.00 0.0140
2017-02-14 2016-12-31 13F PALO ALTO COM 697435105 169 169 21 0.0159
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.