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Napa Wealth Management’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

Napa Wealth Management’s Portfolio PALL Stock Details PALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-28,450
Closed -$515K – 162
2025
Q1 		$515K Buy
+28,450
New +$500K 0.29% 92

Other funds holding PALL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Napa Wealth Management's PALL Position: Q2 2025 in Review

Napa Wealth Management sold out of abrdn Physical Palladium Shares ETF (PALL) in Q2 2025, closing a stake of 28,450 shares — an estimated $515K sold.

Napa Wealth Management first reported a position in PALL in Q1 2025 and held it in 1 quarter. The position peaked at $515K in Q1 2025. 92 funds tracked by Wall St. Rank hold PALL as of Q2 2025.

  • Napa Wealth Management reported no remaining abrdn Physical Palladium Shares ETF position as of Q2 2025 after selling out during the quarter.
  • Napa Wealth Management sold 28,450 abrdn Physical Palladium Shares ETF shares in Q2 2025, an estimated $515K.
  • Napa Wealth Management first reported a position in abrdn Physical Palladium Shares ETF in Q1 2025 and held it in 1 quarter.
  • Napa Wealth Management's abrdn Physical Palladium Shares ETF position peaked at $515K in Q1 2025.
  • 92 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q2 2025.

Based on Napa Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.