XWM
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Xcel Wealth Management’s Palo Alto Networks PANW Stock Holding History

Xcel Wealth 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 		$7.82M Sell
22,945
-3,598
-14% -$824K 1.87% 17
2026
Q1 		$4.26M Buy
26,543
+333
+1% +$55.9K 1.18% 21
2025
Q4 		$4.83M Hold
26,210
– – 1.23% 21
2025
Q3 		$5.34M Buy
26,210
+2,152
+9% +$412K 1.39% 18
2025
Q2 		$4.92M Sell
24,058
-498
-2% -$92.5K 1.4% 21
2025
Q1 		$4.19M Sell
24,556
-125
-0.5% -$23.1K 1.31% 22
2024
Q4 		$4.49M Sell
24,681
-709
-3% -$134K 1.24% 22
2024
Q3 		$4.34M Buy
25,390
+992
+4% +$167K 1.27% 21
2024
Q2 		$4.14M Buy
24,398
+8,688
+55% +$1.3M 1.29% 24
2024
Q1 		$2.23M Buy
15,710
+6,350
+68% +$1M 0.7% 35
2023
Q4 		$1.38M Sell
9,360
-76
-0.8% -$10.2K 0.48% 48
2023
Q3 		$1.11M Buy
9,436
+2,470
+35% +$292K 0.44% 48
2023
Q2 		$890K Buy
6,966
+3,912
+128% +$407K 0.28% 65
2023
Q1 		$305K Hold
3,054
– – 0.11% 110
2022
Q4 		$213K Sell
3,054
-108
-3% -$8.67K 0.08% 118
2022
Q3 		$259K Sell
3,162
-36
-1% -$3.12K 0.1% 109
2022
Q2 		$263K Sell
3,198
-8,754
-73% -$776K 0.1% 109
2022
Q1 		$1.24M Sell
11,952
-4,260
-26% -$381K 0.34% 64
2021
Q4 		$1.5M Sell
16,212
-870
-5% -$75.3K 0.39% 63
2021
Q3 		$1.36M Sell
17,082
-36
-0.2% -$2.53K 0.4% 64
2021
Q2 		$1.06M Buy
17,118
+4,920
+40% +$292K 0.32% 65
2021
Q1 		$655K Hold
12,198
– – 0.23% 75
2020
Q4 		$722K Buy
12,198
+54
+0.4% +$2.52K 0.31% 64
2020
Q3 		$495K Hold
12,144
– – 0.25% 72
2020
Q2 		$464K Buy
+12,144
New +$428K 0.29% 68

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Xcel Wealth Management's PANW Position: Q2 2026 in Review

Xcel Wealth Management reduced its Palo Alto Networks (PANW) stake by 14% in Q2 2026, selling an estimated $824K and leaving 22,945 shares worth $7.82M. The position accounts for 1.87% of the portfolio, ranked #17.

Xcel Wealth Management first reported a position in PANW in Q2 2020 and has held it in 25 quarters since. 1,223 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Xcel Wealth Management held 22,945 shares of Palo Alto Networks worth $7.82M as of Q2 2026.
  • Xcel Wealth Management sold 3,598 Palo Alto Networks shares in Q2 2026, an estimated $824K.
  • Palo Alto Networks made up 1.87% of Xcel Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Xcel Wealth Management first reported a position in Palo Alto Networks in Q2 2020 and has held it in 25 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

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