WEALTH ENHANCEMENT ADVISORY SERVICES, LLC PANW — PALO ALTO NETWORKS INC

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  21 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported PALO ALTO NETWORKS INC (PANW) in 21 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.22% in 2024 Q4. The latest visible filing shows PANW at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PANW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's position in PALO ALTO NETWORKS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PANW was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PANW stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held PANW — position size vs. price
% of Fund (quarterly)    PANW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 18 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 370,373 -90,177 -19.6% 0.08% $37.4M 2026-04-08 $173.78
2025 Q4 REDUCED — — — 460,550 -13,264 -2.8% 0.12% $85.9M 2026-01-08 $190.80
2025 Q3 ADDED — — — 473,814 +467,276 +7147.1% 0.15% $99.9M 2025-10-29 $217.16
2025 Q3 REDUCED 74.5% -8.2% ✅ 6,538 -19,062 -74.5% 0.00% $331K 2025-10-29 $217.16
2025 Q2 REDUCED 94.5% -0.3% ✅ 25,600 -440,896 -94.5% 0.00% $1.1M 2025-07-10 $192.07
2025 Q2 ADDED — — — 466,496 +440,296 +1680.5% 0.16% $94.1M 2025-07-10 $192.07
2025 Q1 REDUCED 94.3% +19.9% ❌ 26,200 -430,650 -94.3% 0.00% $803K 2025-04-16 $169.76
2025 Q1 ADDED — — — 456,850 +135,928 +42.4% 0.15% $78.0M 2025-04-16 $169.76
2024 Q4 ADDED — — — 320,922 +306,322 +2098.1% 0.22% $109.7M 2025-01-10 $173.42
2024 Q4 REDUCED 93.3% -6.2% ✅ 14,600 -201,728 -93.3% 0.00% $1.1M 2025-01-10 $173.42
2024 Q3 ADDED — — — 216,328 +201,928 +1402.3% 0.16% $73.9M 2024-10-24 $182.29
2024 Q3 REDUCED 93.2% +7.8% ❌ 14,400 -197,091 -93.2% 0.00% $1.1M 2024-10-24 $182.29
2024 Q2 ADDED — — — 211,491 +211,291 +105645.5% 0.17% $71.7M 2024-07-16 $169.25
2024 Q2 UNCHANGED — — — 200 — 0% 0.00% $6K 2024-07-16 $169.25
2024 Q1 REDUCED 99.9% +20.0% ❌ 200 -194,948 -99.9% 0.00% $3K 2024-04-15 $136.07
2024 Q1 REDUCED — — — 195,148 -9,469 -4.6% 0.14% $55.4M 2024-04-15 $136.07
2023 Q4 ADDED — — — 204,617 +189,617 +1264.1% 0.18% $60.3M 2024-01-30 $172.95
2023 Q4 ADDED — — — 15,000 +1,900 +14.5% 0.00% $972K 2024-01-30 $172.95
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PANW

As of 2026 Q1 — sorted by position size

WORMSER FRERES GESTION 6.4% SOMA EQUITY PARTNERS LP 3Y 7Y 5.48% AMERICAN CAPITAL MANAGEMENT INC 3Y 7Y 5.37% CADIAN CAPITAL MANAGEMENT, LP 3Y 7Y 5.36% Anomaly Capital Management, LP 3Y 5.15% Carroll Investors, Inc 3Y 5.04% Robocap Asset Management Ltd 4.67% Stony Point Capital LLC 3Y 4.63% TRAN CAPITAL MANAGEMENT, L.P. 3Y 7Y 4.48% Wills Financial Group LLC 4.25%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and PANW

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported owning PANW?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported PANW across 18 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PANW position in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for PANW was 0.22% in 2024 Q4.

What is the latest reported PANW position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 370,373 shares, equal to 0.08% of portfolio, with an estimated market value of $37.4M.

What does the chart on this PANW ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's quarterly PANW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WEALTH ENHANCEMENT ADVISORY SERVICES, LLC time their PANW position?

Based on 13F filing dates vs. subsequent PANW price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 7 out of 19 reported position changes (37%). The annualised alpha on PANW relative to SPY over the holding period was -6.2%.

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