Y.D. More Investments’s Palo Alto Networks PANW Stock Holding History

Y.D. More Investments’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 Q1	$90.3M	Buy	563,353 +485,464	+623%	+$81.6M	3.54%	8
2025 Q4	$14.3M	Sell	77,889 -4,790	-6%	-$966K	0.69%	24
2025 Q3	$16.8M	Buy	82,679 +20,096	+32%	+$3.85M	0.95%	19
2025 Q2	$12.8M	Buy	62,583 +2,585	+4%	+$480K	0.88%	23
2025 Q1	$10.2M	Sell	59,998 -8,900	-13%	-$1.65M	0.9%	25
2024 Q4	$12.5M	Sell	68,898 -456	-0.7%	-$86.1K	1.13%	24
2024 Q3	$11.9M	Sell	69,354 -13,504	-16%	-$2.27M	1.24%	22
2024 Q2	$14M	Sell	82,858 -19,888	-19%	-$2.97M	1.43%	19
2024 Q1	$14.6M	Buy	102,746 +26,122	+34%	+$4.12M	2.59%	10
2023 Q4	$11.3M	Buy	76,624 +6,728	+10%	+$900K	2.17%	13
2023 Q3	$8.19M	Sell	69,896 -19,060	-21%	-$2.26M	1.57%	20
2023 Q2	$11.4M	Sell	88,956 -14,586	-14%	-$1.52M	2.62%	11
2023 Q1	$10.3M	Buy	103,542 +15,640	+18%	+$1.33M	2.33%	13
2022 Q4	$6.16M	Buy	+87,902	New	+$7.06M	1.49%	15

Other funds holding PANW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Y.D. More Investments's PANW Position: Q1 2026 in Review

Y.D. More Investments increased its Palo Alto Networks (PANW) stake by 623% in Q1 2026, buying an estimated $81.6M and bringing the position to 563,353 shares worth $90.3M. The position accounts for 3.54% of the portfolio, ranked #8.

Y.D. More Investments first reported a position in PANW in Q4 2022 and has held it in 14 quarters since. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Y.D. More Investments held 563,353 shares of Palo Alto Networks worth $90.3M as of Q1 2026.
Y.D. More Investments bought 485,464 Palo Alto Networks shares in Q1 2026, an estimated $81.6M.
Palo Alto Networks made up 3.54% of Y.D. More Investments's portfolio in Q1 2026, its #8 holding.
Y.D. More Investments first reported a position in Palo Alto Networks in Q4 2022 and has held it in 14 quarters since.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.