WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1632972
PLYMOUTH, MN
Position in PANW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$115,741,505
+$56,363,306 QoQ
Shares Held
339,398
-8.4% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#197
of 2,904 holders
Holding Since
Jun 2022
13 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Derivatives in PANW
reported options exposure · as of Sep 30, 2025CallValue
$1,300,903
CallShares
6,538
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $1,642,495,814 across 78 Software - Infrastructure names. PANW ranks #2 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,702,786 | $1,008,193,233 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
339,398 | $115,741,505 | |
| 3 | ORCL |
Oracle Corp
|
694,940 | $101,843,457 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
1,507,496 | $71,901,906 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
492,831 | $57,498,592 | |
| 6 | FTNT |
Fortinet, Inc.
|
274,918 | $42,232,903 | |
| 7 | VRSN |
Verisign Inc/Ca
|
150,834 | $37,943,801 | |
| 8 | AKAM |
Akamai Technologies Inc
|
145,054 | $17,146,833 |
All Filings in PANW
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,741,505 | 339,398 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $59,378,199 | 370,373 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $84,833,310 | 460,550 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,300,903 | 6,538 | Call | Sole | 2025-10-29 | |
| 2025-09-30 | $96,478,006 | 473,814 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,238,784 | 25,600 | Call | Sole | 2025-07-10 | |
| 2025-06-30 | $95,463,741 | 466,496 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $77,956,884 | 456,850 | Shares | Sole | 2025-04-16 | |
| 2025-03-31 | $803,476 | 26,200 | Call | Sole | 2025-04-16 | |
| 2024-12-31 | $96,881,508 | 532,433 | Shares | Sole | 2025-03-17 | |
| 2024-12-31 | $5,786,328 | 31,800 | Call | Sole | 2025-03-17 | |
| 2024-09-30 | $4,921,920 | 14,400 | Call | Sole | 2024-10-24 | |
| 2024-09-30 | $73,940,910 | 216,328 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $6,070 | 200 | Call | Sole | 2024-07-16 | |
| 2024-06-30 | $71,697,563 | 211,491 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,476 | 200 | Call | Sole | 2024-04-15 | |
| 2024-03-31 | $55,447,401 | 195,148 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $4,423,200 | 15,000 | Call | Sole | 2024-01-30 | |
| 2023-12-31 | $60,337,460 | 204,617 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $413,960 | 13,100 | Call | Sole | 2023-11-13 | |
| 2023-09-30 | $42,173,177 | 179,889 | Shares | Sole | 2023-11-13 | |
| 2022-06-30 | $3,935,218 | 7,967 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||