Avion Wealth

Position in PANW — Palo Alto Networks Inc

CIK 1792704 THE WOODLANDS, TX

Position in PANW

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$55,631

+$15,660 QoQ

Shares Held

347

+59.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

Avion Wealth holds $2,695,697 across 50 Software - Infrastructure names. PANW ranks #3 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	5,610	$2,076,653
2	PLTR	Palantir Technologies Inc.	2,246	$328,544
3	PANW	Palo Alto Networks Inc This page	347	$55,631
4	ORCL	Oracle Corp	221	$32,511
5	NET	Cloudflare, Inc.	124	$25,586
6	TOST	Toast, Inc.	907	$24,044
7	ZS	Zscaler, Inc.	112	$15,712
8	S	SentinelOne, Inc.	1,077	$13,871

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$55,631	347	+59.9%	Shares	Sole	2026-05-01
2025-12-31	$39,971	217	+1.4%	Shares	Sole	2026-01-23
2025-09-30	$43,574	214	-0.9%	Shares	Sole	2025-10-24
2025-06-30	$44,202	216	+20.0%	Shares	Sole	2025-07-31
2025-03-31	$30,715	180	0.0%	Shares	Sole	2025-05-09
2024-12-31	$32,752	180	+109.3%	Shares	Sole	2025-01-29
2024-09-30	$14,697	86	+8.9%	Shares	Sole	2024-10-18
2024-06-30	$13,390	79	+11.3%	Shares	Sole	2024-07-26
2024-03-31	$10,086	71	+208.7%	Shares	Sole	2024-05-03
2023-12-31	$3,391	23	+9.5%	Shares	Sole	2024-01-26
2023-09-30	$2,461	21	+23.5%	Shares	Sole	2023-10-20
2023-06-30	$2,171	17	—	Shares	Sole	2023-07-14
No filing history on record for this holder in this stock.