Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionSOA Wealth Advisors, LLC.
Latest Disclosed Ownership19,899 shares
Latest Disclosed Value $ 1,462,860
SOA Wealth Advisors, LLC. reports 12.93% increase in ownership of PANW / Palo Alto Networks, Inc.

On May 20, 2026 - SOA Wealth Advisors, LLC. filed a 13F-HR form disclosing ownership of 19,899 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $1,462,860 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 17,621 shares of Palo Alto Networks, Inc.. This represents a change in shares of 12.93% 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)
2026-05-20 2026-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 19,899 2,278 12.93 1,463 16.12 0.2761
2026-01-20 2025-12-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 17,621 -176 -0.99 1,260 -11.77 0.2127
2025-10-21 2025-09-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 17,797 618 3.60 1,427 9.18 0.2446
2025-07-18 2025-06-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 17,179 467 2.79 1,308 24.00 0.2456
2025-04-14 2025-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 16,712 10,398 164.68 1,054 -8.19 0.2200
2025-02-06 2024-12-31 13F/A-1 PALO ALTO NETWORKS INC COM Stock 697435105 6,314 3,708 142.29 1,149 28.99 0.2116
2025-01-28 2024-12-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 6,314 3,708 1,149 0.2116
2024-11-20 2024-09-30 13F/A-1 PALO ALTO NETWORKS INC COM Stock 697435105 2,606 252 10.71 891 11.53 0.1699
2024-10-09 2024-09-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 2,606 252 891 0.1699
2024-07-17 2024-06-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 2,354 1,558 195.73 798 253.10 0.1605
2024-04-10 2024-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 796 265 49.91 226 44.87 0.0468
2024-02-13 2023-12-31 13F/A-1 PALO ALTO NETWORKS INC COM Stock 697435105 531 -64 -10.76 157 12.23 0.0349
2024-01-10 2023-12-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 531 -64 157 0.0349
2023-10-10 2023-09-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 595 -45 -7.03 139 -14.72 0.0347
2023-07-07 2023-06-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 640 -125 -16.34 164 7.24 0.0383
2023-04-28 2023-03-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 765 87 12.83 153 61.70 0.0376
2023-01-10 2022-12-31 13F PALO ALTO NETWORKS INC COM Stock 697435105 678 -33 -4.64 95 -18.97 0.0255
2022-10-07 2022-09-30 13F PALO ALTO NETWORKS INC COM Stock 697435105 711 711 116 0.0349
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.