DJYG
PANW icon

David J. Yvars Group’s Palo Alto Networks PANW Stock Holding History

David J. Yvars Group’s Portfolio PANW Stock Details PANW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.13M Sell
12,100
-472
-4% -$108K 1.95% 13
2026
Q1 		$2.02M Sell
12,572
-471
-4% -$79.1K 1.13% 16
2025
Q4 		$2.4M Sell
13,043
-460
-3% -$92.8K 1.28% 15
2025
Q3 		$2.75M Sell
13,503
-2,115
-14% -$405K 1.47% 15
2025
Q2 		$3.2M Sell
15,618
-1,161
-7% -$216K 1.87% 14
2025
Q1 		$2.86M Sell
16,779
-2,060
-11% -$381K 2.25% 10
2024
Q4 		$3.43M Buy
18,839
+625
+3% +$118K 2.09% 15
2024
Q3 		$3.11M Buy
18,214
+1,550
+9% +$261K 1.93% 16
2024
Q2 		$2.82M Buy
16,664
+636
+4% +$95.1K 1.77% 18
2024
Q1 		$2.28M Buy
+16,028
New +$2.53M 1.54% 18

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

David J. Yvars Group's PANW Position: Q2 2026 in Review

David J. Yvars Group reduced its Palo Alto Networks (PANW) stake by 3.8% in Q2 2026, selling an estimated $108K and leaving 12,100 shares worth $4.13M. The position accounts for 1.95% of the portfolio, ranked #13.

David J. Yvars Group first reported a position in PANW in Q1 2024 and has held it in 10 quarters since. 498 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • David J. Yvars Group held 12,100 shares of Palo Alto Networks worth $4.13M as of Q2 2026.
  • David J. Yvars Group sold 472 Palo Alto Networks shares in Q2 2026, an estimated $108K.
  • Palo Alto Networks made up 1.95% of David J. Yvars Group's portfolio in Q2 2026, its #13 holding.
  • David J. Yvars Group first reported a position in Palo Alto Networks in Q1 2024 and has held it in 10 quarters since.
  • 498 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.