WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1632972
PLYMOUTH, MN
Position in PANW
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$59,378,199
-$25,455,111 QoQ
Shares Held
370,373
-19.6% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
12 quarters on record
Voting authority
Sole 10.098468300875064.ToString("F0")%
Shared 0.ToString("F0")%
None 89.90153169912493.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Derivatives in PANW
reported options exposure · as of Sep 30, 2025CallValue
$1,331,266
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 Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $1,345,730,553 across 72 Software - Infrastructure names. PANW ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,358,353 | $872,991,530 | |
| 2 | ORCL |
Oracle Corp
|
797,655 | $117,343,027 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
462,800 | $67,698,384 | |
| 4 | VRSN |
Verisign Inc/Ca
|
252,058 | $62,601,124 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
370,373 | $59,378,199 | |
| 6 | FTNT |
Fortinet, Inc.
|
261,458 | $21,366,347 | |
| 7 | DOX |
Amdocs Ltd
|
264,285 | $17,247,239 | |
| 8 | NTAP |
NetApp, Inc.
|
92,599 | $9,481,211 |
All Filings in PANW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $1,331,266 | 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 | $4,470,768 | 26,200 | Call | Sole | 2025-04-16 | |
| 2024-12-31 | $5,786,328 | 31,800 | Call | Sole | 2025-03-17 | |
| 2024-12-31 | $96,881,508 | 532,433 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $2,460,960 | 14,400 | Call | Sole | 2024-10-24 | |
| 2024-09-30 | $36,970,455 | 216,328 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $33,901 | 200 | Call | Sole | 2024-07-16 | |
| 2024-06-30 | $35,848,781 | 211,491 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $28,413 | 200 | Call | Sole | 2024-04-15 | |
| 2024-03-31 | $27,723,700 | 195,148 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,211,600 | 15,000 | Call | Sole | 2024-01-30 | |
| 2023-12-31 | $30,168,730 | 204,617 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,535,582 | 13,100 | Call | Sole | 2023-11-13 | |
| 2023-09-30 | $21,086,588 | 179,889 | Shares | Sole | 2023-11-13 | |
| 2022-06-30 | $655,869 | 7,967 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||