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Cullinan Associates’s Palo Alto Networks PANW Stock Holding History

Cullinan Associates’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 		$2.11M Buy
5,320
+20
+0.4% +$7.12K 0.16% 89
2026
Q2 		$1.81M Sell
5,300
-800
-13% -$183K 0.14% 101
2026
Q1 		$978K Buy
6,100
+100
+2% +$16.8K 0.08% 122
2025
Q4 		$1.11M Buy
6,000
+4,400
+275% +$888K 0.07% 126
2025
Q3 		$326K Buy
1,600
+200
+14% +$38.3K 0.02% 189
2025
Q2 		$286K Sell
1,400
-200
-13% -$37.1K 0.02% 194
2025
Q1 		$273K Hold
1,600
– – 0.02% 194
2024
Q4 		$291K Sell
1,600
-600
-27% -$113K 0.02% 200
2024
Q3 		$415K Buy
+2,200
New +$370K 0.02% 191
2024
Q1 		– Sell
-2,600
Closed -$383K – 254
2023
Q4 		$383K Sell
2,600
-200
-7% -$26.7K 0.02% 197
2023
Q3 		$328K Hold
2,800
– – 0.02% 210
2023
Q2 		$358K Buy
+2,800
New +$291K 0.02% 211
2022
Q4 		– Sell
-3,000
Closed -$246K – 278
2022
Q3 		$246K Hold
3,000
– – 0.02% 216
2022
Q2 		$247K Buy
+3,000
New +$266K 0.02% 211

Other funds holding PANW

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Cullinan Associates's PANW Position: Q3 2026 in Review

Cullinan Associates increased its Palo Alto Networks (PANW) stake by 0.38% in Q3 2026, buying an estimated $7.12K and bringing the position to 5,320 shares worth $2.11M. The position accounts for 0.16% of the portfolio, ranked #89.

Cullinan Associates first reported a position in PANW in Q2 2022 and has held it in 14 quarters since. 2,625 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • Cullinan Associates held 5,320 shares of Palo Alto Networks worth $2.11M as of Q3 2026.
  • Cullinan Associates bought 20 Palo Alto Networks shares in Q3 2026, an estimated $7.12K.
  • Palo Alto Networks made up 0.16% of Cullinan Associates's portfolio in Q3 2026, its #89 holding.
  • Cullinan Associates first reported a position in Palo Alto Networks in Q2 2022 and has held it in 14 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Cullinan Associates's 13F filing for Q3 2026, filed 3 Nov 2026.