Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionPinnacle Wealth Planning Services, Inc.
Latest Disclosed Ownership5,761 shares
Latest Disclosed Value $ 923,523
Pinnacle Wealth Planning Services, Inc. reports 64.98% increase in ownership of PANW / Palo Alto Networks, Inc.

On May 11, 2026 - Pinnacle Wealth Planning Services, Inc. filed a 13F-HR form disclosing ownership of 5,761 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $923,523 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,492 shares of Palo Alto Networks, Inc.. This represents a change in shares of 64.98% 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)
2026-05-11 2026-03-31 13F PALO ALTO NETWORKS COM 697435105 5,761 2,269 64.98 924 43.55 0.0954
2026-02-13 2025-12-31 13F PALO ALTO NETWORKS COM 697435105 3,492 288 8.99 643 -1.38 0.0671
2025-11-13 2025-09-30 13F PALO ALTO NETWORKS COM 697435105 3,204 375 13.26 652 12.80 0.0764
2025-08-11 2025-06-30 13F PALO ALTO NETWORKS COM 697435105 2,829 326 13.02 579 35.36 0.0761
2025-05-15 2025-03-31 13F PALO ALTO NETWORKS COM 697435105 2,503 118 4.95 427 -1.39 0.0642
2025-02-27 2024-12-31 13F/A-1 PALO ALTO NETWORKS COM 697435105 2,385 696 41.21 434 -24.96 0.0652
2025-02-06 2024-12-31 13F PALO ALTO NETWORKS COM 697435105 2,385 696 434 0.0606
2024-11-13 2024-09-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 1,689 3 0.18 577 1.05 0.0784
2024-08-09 2024-06-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 1,686 -116 -6.44 571 11.74 0.0816
2024-05-10 2024-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 1,802 -154 -7.87 512 -11.28 0.0750
2024-02-08 2023-12-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 1,956 -49 -2.44 577 22.81 0.0906
2023-11-08 2023-09-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 2,005 295 17.25 470 7.57 0.0775
2023-08-07 2023-06-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 1,710 69 4.20 437 33.33 0.0705
2023-05-03 2023-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 1,641 4 0.24 328 43.42 0.0545
2023-02-13 2022-12-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 1,637 -361 -18.07 228 -30.28 0.0406
2022-11-09 2022-09-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 1,998 1,283 179.44 327 -7.37 0.0604
2022-08-03 2022-06-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 715 -31 -4.16 353 -23.92 0.0634
2022-04-20 2022-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 746 -39 -4.97 464 6.42 0.0845
2022-01-21 2021-12-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 785 3 0.38 436 16.58 0.0852
2021-10-29 2021-09-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 782 1 0.13 374 28.97 0.0827
2021-08-02 2021-06-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 781 -17 -2.13 290 12.84 0.0674
2021-04-29 2021-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 798 -62 -7.21 257 -16.01 0.0659
2021-02-12 2020-12-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 860 860 306 0.0731
2020-05-11 2020-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 0 -918 -100.00 0 -100.00
2020-02-07 2019-12-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 918 918 212 0.0997
2019-10-31 2019-09-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 0 -1,007 -100.00 0 -100.00
2019-08-06 2019-06-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 1,007 5 0.50 205 -15.98 0.1237
2019-05-08 2019-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 1,002 -129 -11.41 244 14.55 0.1638
2019-03-01 2018-12-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 1,131 113 11.10 213 -6.58 0.1363
2019-02-28 2018-09-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 1,018 7 0.69 228 9.62 0.2085
2019-02-28 2018-06-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 1,011 1,011 208 0.2020
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.