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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cullinan Associates's PANW Position: Q2 2026 in Review

Cullinan Associates reduced its Palo Alto Networks (PANW) stake by 13% in Q2 2026, selling an estimated $183K and leaving 5,300 shares worth $1.81M. The position accounts for 0.14% of the portfolio, ranked #101.

Cullinan Associates first reported a position in PANW in Q2 2022 and has held it in 13 quarters since. 2,916 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Cullinan Associates held 5,300 shares of Palo Alto Networks worth $1.81M as of Q2 2026.
Cullinan Associates sold 800 Palo Alto Networks shares in Q2 2026, an estimated $183K.
Palo Alto Networks made up 0.14% of Cullinan Associates's portfolio in Q2 2026, its #101 holding.
Cullinan Associates first reported a position in Palo Alto Networks in Q2 2022 and has held it in 13 quarters since.
2,916 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Cullinan Associates's 13F filing for Q2 2026, filed 29 Jul 2026.