NCM
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Nelson Capital Management’s Palo Alto Networks PANW Stock Holding History

Nelson Capital Management’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 		$773K Sell
2,268
-403
-15% -$92.2K 0.08% 75
2026
Q1 		$428K Buy
2,671
+343
+15% +$57.6K 0.05% 86
2025
Q4 		$429K Sell
2,328
-270
-10% -$54.5K 0.05% 87
2025
Q3 		$529K Buy
2,598
+1,254
+93% +$240K 0.06% 83
2025
Q2 		$275K Buy
1,344
+20
+2% +$3.71K 0.04% 93
2025
Q1 		$226K Sell
1,324
-100
-7% -$18.5K 0.04% 96
2024
Q4 		$259K Hold
1,424
– – 0.04% 97
2024
Q3 		$243K Sell
1,424
-110
-7% -$18.5K 0.04% 97
2024
Q2 		$260K Sell
1,534
-94
-6% -$14.1K 0.05% 95
2024
Q1 		$231K Buy
1,628
+134
+9% +$21.1K 0.04% 96
2023
Q4 		$220K Buy
+1,494
New +$200K 0.05% 92
2023
Q3 		– Sell
-1,794
Closed -$229K – 94
2023
Q2 		$229K Buy
+1,794
New +$187K 0.06% 88
2019
Q4 		– Sell
-1,728
Closed -$59K – 234
2019
Q3 		$59K Sell
1,728
-204
-11% -$7.22K 0.01% 138
2019
Q2 		$66K Buy
1,932
+438
+29% +$16.4K 0.02% 134
2019
Q1 		$60K Hold
1,494
– – 0.02% 124
2018
Q4 		$47K Hold
1,494
– – 0.01% 133
2018
Q3 		$56K Hold
1,494
– – 0.01% 120
2018
Q2 		$51K Hold
1,494
– – 0.01% 123
2018
Q1 		$45K Hold
1,494
– – 0.01% 138
2017
Q4 		$36K Hold
1,494
– – 0.01% 156
2017
Q3 		$36K Hold
1,494
– – 0.01% 141
2017
Q2 		$33K Hold
1,494
– – 0.01% 148
2017
Q1 		$28K Buy
+1,494
New +$33.4K 0.01% 162

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Nelson Capital Management's PANW Position: Q2 2026 in Review

Nelson Capital Management reduced its Palo Alto Networks (PANW) stake by 15% in Q2 2026, selling an estimated $92.2K and leaving 2,268 shares worth $773K. The position accounts for 0.08% of the portfolio, ranked #75.

Nelson Capital Management first reported a position in PANW in Q1 2017 and has held it in 23 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Nelson Capital Management held 2,268 shares of Palo Alto Networks worth $773K as of Q2 2026.
  • Nelson Capital Management sold 403 Palo Alto Networks shares in Q2 2026, an estimated $92.2K.
  • Palo Alto Networks made up 0.08% of Nelson Capital Management's portfolio in Q2 2026, its #75 holding.
  • Nelson Capital Management first reported a position in Palo Alto Networks in Q1 2017 and has held it in 23 quarters since.
  • 1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.