YDMI
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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
Q2 		$202M Buy
592,718
+29,365
+5% +$6.72M 6.29% 5
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Y.D. More Investments's PANW Position: Q2 2026 in Review

Y.D. More Investments increased its Palo Alto Networks (PANW) stake by 5.2% in Q2 2026, buying an estimated $6.72M and bringing the position to 592,718 shares worth $202M. The position accounts for 6.29% of the portfolio, ranked #5.

Y.D. More Investments first reported a position in PANW in Q4 2022 and has held it in 15 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Y.D. More Investments held 592,718 shares of Palo Alto Networks worth $202M as of Q2 2026.
  • Y.D. More Investments bought 29,365 Palo Alto Networks shares in Q2 2026, an estimated $6.72M.
  • Palo Alto Networks made up 6.29% of Y.D. More Investments's portfolio in Q2 2026, its #5 holding.
  • Y.D. More Investments first reported a position in Palo Alto Networks in Q4 2022 and has held it in 15 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.