Xcel Wealth Management
PANW icon

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
Q3 		$8.44M Sell
21,242
-1,703
-7% -$606K 2.09% 14
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Xcel Wealth Management's PANW Position: Q3 2026 in Review

Xcel Wealth Management reduced its Palo Alto Networks (PANW) stake by 7.4% in Q3 2026, selling an estimated $606K and leaving 21,242 shares worth $8.44M. The position accounts for 2.09% of the portfolio, ranked #14.

Xcel Wealth Management first reported a position in PANW in Q2 2020 and has held it in 26 quarters since. 1,854 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • Xcel Wealth Management held 21,242 shares of Palo Alto Networks worth $8.44M as of Q3 2026.
  • Xcel Wealth Management sold 1,703 Palo Alto Networks shares in Q3 2026, an estimated $606K.
  • Palo Alto Networks made up 2.09% of Xcel Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Xcel Wealth Management first reported a position in Palo Alto Networks in Q2 2020 and has held it in 26 quarters since.
  • 1,854 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Xcel Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.