Form 13-F position report

PALO ALTO NETWORKS, INC

Reported by Elk River Wealth Management LLC

PANW CUSIP 697435105 Manager CIK 0001844107

Reported 26,219 shares, up 338 (1.3%) from the prior quarter.

Reported value 2.1%; share count 1.3% vs. the prior quarter.

Added
% of reported 13F value 1.63% This manager · Q3 2024
Shares 26,219 Quarter-end amount reported
Reported value $8,961,654 Fair value at quarter end
Consecutive quarters held 8 Through Q3 2024

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2022-12-31 3821303
2023-03-31 5661630
2023-06-30 7017838
2023-09-30 6539938
2023-12-31 8265192
2024-03-31 7325724
2024-06-30 8773918
2024-09-30 8961654
2024-12-31 9551626
2025-03-31 9036924
2025-06-30 10666041
2025-09-30 10666430
2025-12-31 9369701
2026-03-31 8111133
2026-06-30 15700220

Quarterly position history

How this manager's reported quarter-end position changed over time.

15 quarters
Quarterly reported position history for PALO ALTO NETWORKS, INC held by Elk River Wealth Management LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Reduced 46,039 -4,554 (-9.0%) 2.5% $15,700,220 2026-08-12
Q1 2026 Reduced 50,593 -328 (-0.6%) 1.35% $8,111,133 2026-04-17
Q4 2025 Reduced 50,921 -1,463 (-2.8%) 1.51% $9,369,701 2026-02-06
Q3 2025 Added 52,384 +263 (0.5%) 1.71% $10,666,430 2025-10-23
Q2 2025 Reduced 52,121 -838 (-1.6%) 1.84% $10,666,041 2025-07-11
Q1 2025 Added 52,959 +466 (0.9%) 1.69% $9,036,924 2025-04-11
Q4 2024 Added 52,493* +55 (0.1%) 1.73% $9,551,626 2025-02-03
Q3 2024 Added 26,219 +338 (1.3%) 1.63% $8,961,654 2024-10-11
Q2 2024 Added 25,881 +98 (0.4%) 1.72% $8,773,918 2024-07-31
Q1 2024 Reduced 25,783 -2,246 (-8.0%) 1.49% $7,325,724 2024-04-15
Q4 2023 Added 28,029 +133 (0.5%) 1.59% $8,265,192 2024-01-18
Q3 2023 Added 27,896 +430 (1.6%) 1.45% $6,539,938 2023-10-10
Q2 2023 Reduced 27,466 -879 (-3.1%) 1.5% $7,017,838 2023-07-17
Q1 2023 Added 28,345 +960 (3.5%) 1.28% $5,661,630 2023-04-12
Q4 2022 New 27,385 +27,385 (0.0%) 0.93% $3,821,303 2023-01-20

Who else reported the position

2179 managers reported PALO ALTO NETWORKS, INC for Q3 2024.

Managers reporting PALO ALTO NETWORKS, INC in Q3 2024.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 29,952,548 +451,439 0.18% $10,237,780,907 46 qtrs
BlackRock Inc New 25,085,636 +25,085,636 0.18% $8,574,270,352 1 qtr
MORGAN STANLEY Added 14,994,860 +975,381 0.37% $5,125,244,180 46 qtrs
STATE STREET CORPORATION Added 13,880,985 +368,795 0.19% $4,744,501,718 46 qtrs
Bank of America Corporation Reduced 8,150,368 -162,932 0.22% $2,785,795,945 46 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 7,656,968 +220,900 0.21% $2,609,486,423 46 qtrs
JPMorgan Chase & Co Reduced 7,171,617 -632,129 0.19% $2,451,259,187 46 qtrs
Capital Research Global Investors Reduced 4,585,703 -664,370 0.33% $1,567,351,626 7 qtrs
AMERIPRISE FINANCIAL INC Reduced 3,591,108 -12,353 0.31% $1,227,466,190 46 qtrs
NORTHERN TRUST CORPORATION Reduced 3,355,993 -78,481 0.19% $1,147,078,408 46 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
September 30, 2024
Filed
October 11, 2024
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
0
None
26,219

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.