Palo Alto Networks, Inc.
CH ˙ SWX ˙ US6974351057
SecurityCH:PANW / Palo Alto Networks, Inc.
InstitutionVisionary Wealth Advisors
Latest Disclosed Ownership3,148 shares
Latest Disclosed Value $ 504,688
Visionary Wealth Advisors reports 0.22% increase in ownership of PANW / Palo Alto Networks, Inc.

On May 13, 2026 - Visionary Wealth Advisors filed a 13F-HR form disclosing ownership of 3,148 shares of Palo Alto Networks, Inc. (CH:PANW) valued at $504,688 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,141 shares of Palo Alto Networks, Inc.. This represents a change in shares of 0.22% 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)
2026-05-13 2026-03-31 13F PALO ALTO NETWORKS COM 697435105 3,148 7 0.22 505 -12.80 0.0223
2026-02-13 2025-12-31 13F PALO ALTO NETWORKS COM 697435105 3,141 176 5.94 579 -4.15 0.0261
2025-11-13 2025-09-30 13F PALO ALTO NETWORKS COM 697435105 2,965 -115 -3.73 604 -4.29 0.0282
2025-08-14 2025-06-30 13F PALO ALTO NETWORKS COM 697435105 3,080 -115 -3.60 630 15.60 0.0322
2025-05-14 2025-03-31 13F PALO ALTO NETWORKS COM 697435105 3,195 291 10.02 545 3.22 0.0327
2025-02-14 2024-12-31 13F PALO ALTO NETWORKS COM 697435105 2,904 1,632 128.30 528 21.66 0.0310
2024-11-12 2024-09-30 13F PALO ALTO NETWORKS COM 697435105 1,272 53 4.35 435 5.08 0.0265
2024-08-13 2024-06-30 13F PALO ALTO NETWORKS COM 697435105 1,219 -62 -4.84 413 13.77 0.0270
2024-05-15 2024-03-31 13F PALO ALTO NETWORKS COM 697435105 1,281 407 46.57 364 41.25 0.0246
2024-02-14 2023-12-31 13F PALO ALTO NETWORKS COM 697435105 874 874 258 0.0189
2023-11-13 2023-09-30 13F PALO ALTO NETWORKS COM 697435105 0 -819 -100.00 0 -100.00
2023-08-11 2023-06-30 13F PALO ALTO NETWORKS COM 697435105 819 819 209 0.0167
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.