Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionStratos Wealth Partners, LTD.
Latest Disclosed Ownership44,916 shares
Latest Disclosed Value $ 7,201,069
Stratos Wealth Partners, LTD. reports 10.11% decrease in ownership of PANW / Palo Alto Networks, Inc.

On April 28, 2026 - Stratos Wealth Partners, LTD. filed a 13F-HR form disclosing ownership of 44,916 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $7,201,069 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 49,967 shares of Palo Alto Networks, Inc.. This represents a change in shares of -10.11% 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)
2026-04-28 2026-03-31 13F PALO ALTO NETWORKS COM 697435105 44,916 -5,051 -10.11 7,201 -21.75 0.0819
2026-01-20 2025-12-31 13F PALO ALTO NETWORKS COM 697435105 49,967 -2,532 -4.82 9,204 -13.90 0.1040
2025-11-06 2025-09-30 13F PALO ALTO NETWORKS COM 697435105 52,499 5,429 11.53 10,690 10.97 0.1261
2025-07-29 2025-06-30 13F PALO ALTO NETWORKS COM 697435105 47,070 10,971 30.39 9,632 56.39 0.1302
2025-04-30 2025-03-31 13F PALO ALTO NETWORKS COM 697435105 36,099 -1,903 -5.01 6,160 -10.92 0.0937
2025-01-27 2024-12-31 13F PALO ALTO NETWORKS COM 697435105 38,002 19,198 102.10 6,915 7.58 0.0976
2024-10-17 2024-09-30 13F PALO ALTO NETWORKS COM 697435105 18,804 6,090 47.90 6,427 49.12 0.0928
2024-07-24 2024-06-30 13F PALO ALTO NETWORKS COM 697435105 12,714 3,781 42.33 4,310 69.82 0.0690
2024-04-16 2024-03-31 13F PALO ALTO NETWORKS COM 697435105 8,933 2,539 39.71 2,538 34.64 0.0421
2024-01-24 2023-12-31 13F PALO ALTO NETWORKS COM 697435105 6,394 -161 -2.46 1,885 22.72 0.0352
2023-10-24 2023-09-30 13F PALO ALTO NETWORKS COM 697435105 6,555 2,343 55.63 1,537 42.75 0.0331
2023-07-18 2023-06-30 13F PALO ALTO NETWORKS COM 697435105 4,212 478 12.80 1,076 44.43 0.0244
2023-04-27 2023-03-31 13F PALO ALTO NETWORKS COM 697435105 3,734 -324 -7.98 746 31.63 0.0199
2023-01-19 2022-12-31 13F PALO ALTO NETWORKS COM 697435105 4,058 -416 -9.30 566 -22.78 0.0143
2022-10-24 2022-09-30 13F PALO ALTO NETWORKS COM 697435105 4,474 3,095 224.44 733 7.64 0.0205
2022-07-22 2022-06-30 13F PALO ALTO NETWORKS COM 697435105 1,379 233 20.33 681 -4.49 0.0172
2022-04-26 2022-03-31 13F PALO ALTO NETWORKS COM 697435105 1,146 15 1.33 713 13.17 0.0159
2022-01-14 2021-12-31 13F PALO ALTO NETWORKS COM 697435105 1,131 109 10.67 630 28.57 0.0139
2021-10-19 2021-09-30 13F PALO ALTO NETWORKS COM 697435105 1,022 -22 -2.11 490 26.61 0.0125
2021-07-19 2021-06-30 13F PALO ALTO NETWORKS COM 697435105 1,044 17 1.66 387 16.92 0.0096
2021-04-27 2021-03-31 13F PALO ALTO NETWORKS COM 697435105 1,027 -99 -8.79 331 -17.25 0.0092
2021-01-29 2020-12-31 13F PALO ALTO NETWORKS COM 697435105 1,126 -61 -5.14 400 37.46 0.0119
2020-10-29 2020-09-30 13F PALO ALTO NETWORKS COM 697435105 1,187 216 22.25 291 30.49 0.0096
2020-07-28 2020-06-30 13F PALO ALTO NETWORKS COM 697435105 971 931 2,327.50 223 0.0079
2019-11-12 2019-09-30 13F PALO ALTO NETWORKS COM 697435105 40 40 0 0.0084
2019-02-08 2018-12-31 13F PALO ALTO NETWORKS COM 697435105 0 -591 -100.00 0 -100.00
2018-11-02 2018-09-30 13F PALO ALTO NETWORKS COM 697435105 591 591 133 0.0059
2018-08-13 2018-06-30 13F PALO ALTO NETWORKS COM 697435105 0 -720 -100.00 0 -100.00
2018-05-10 2018-03-31 13F PALO ALTO NETWORKS COM 697435105 720 165 29.73 131 63.75 0.0055
2018-02-09 2017-12-31 13F PALO ALTO NETWORKS COM 697435105 555 555 80 0.0036
2017-02-02 2016-12-31 13F PALO ALTO NETWORKS COM 697435105 0 -1,427 -100.00 0 -100.00
2016-11-01 2016-09-30 13F PALO ALTO NETWORKS COM 697435105 1,427 1,427 0.00 227 0.0153
2015-05-13 2015-03-31 13F PALO ALTO NETWORKS COM 697435105 0 -191 -100.00 0 -100.00
2015-02-09 2014-12-31 13F PALO ALTO NETWORKS COM 697435105 191 191 23 0.0038
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.